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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 | $130,825 | $138,076-5.3% | $123,553+5.9% | $135,380-3.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.89% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $3,434 | $5,152-33.3% | $4,628-25.8% | $4,779-28.1% |
| Participant deferral / active EE | $6,124 | $6,800-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |