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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,677 | $138,076+1.2% | $123,553+13.1% | $135,380+3.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.76% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $8,996 | $5,152+74.6% | $4,628+94.4% | $4,779+88.2% |
| Participant deferral / active EE | $6,025 | $6,800-11.4% | $6,426-6.2% | $5,609+7.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |