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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 | $148,430 | $138,076+7.5% | $123,553+20.1% | $135,380+9.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.82% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,209 | $5,152-37.7% | $4,628-30.7% | $4,779-32.9% |
| Participant deferral / active EE | $6,853 | $6,800+0.8% | $6,426+6.6% | $5,609+22.2% |
| Admin fee / account holder | $294 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |