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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 | $121,015 | $138,075-12.4% | $123,552-2.1% | $135,379-10.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -7.80% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $3,433 | $5,152-33.4% | $4,628-25.8% | $4,779-28.2% |
| Participant deferral / active EE | $6,232 | $6,800-8.3% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $158 | $10,917-98.6% | $9,285-98.3% | $10,828-98.5% |