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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 | $148,939 | $138,076+7.9% | $123,553+20.5% | $135,380+10.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.77% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,570 | $5,152-50.1% | $4,628-44.5% | $4,779-46.2% |
| Participant deferral / active EE | $8,536 | $6,800+25.5% | $6,426+32.8% | $5,609+52.2% |
| Admin fee / account holder | $149 | $10,917-98.6% | $9,284-98.4% | $10,828-98.6% |