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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 | $160,349 | $138,076+16.1% | $123,553+29.8% | $135,380+18.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -4.88% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $4,351 | $5,152-15.5% | $4,628-6.0% | $4,779-8.9% |
| Participant deferral / active EE | $12,840 | $6,800+88.8% | $6,426+99.8% | $5,609+128.9% |
| Admin fee / account holder | $249 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |