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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 | $137,043 | $138,076-0.7% | $123,553+10.9% | $135,380+1.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.50% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,056 | $5,152-60.1% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $7,346 | $6,800+8.0% | $6,426+14.3% | $5,609+31.0% |
| Admin fee / account holder | $17 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |