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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 | $138,791 | $138,072+0.5% | $123,549+12.3% | $135,382+2.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.32% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $1,639 | $5,152-68.2% | $4,628-64.6% | $4,779-65.7% |
| Participant deferral / active EE | $13,256 | $6,799+95.0% | $6,426+106.3% | $5,609+136.3% |
| Admin fee / account holder | $244 | $10,917-97.8% | $9,284-97.4% | $10,829-97.7% |