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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 | $136,555 | $138,076-1.1% | $123,553+10.5% | $135,380+0.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.12% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,008 | $6,800+3.1% | $6,426+9.1% | $5,609+24.9% |
| Admin fee / account holder | $231 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |