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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 | $132,699 | $138,076-3.9% | $123,553+7.4% | $135,380-2.0% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -5.14% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $8,442 | $5,152+63.9% | $4,628+82.4% | $4,779+76.7% |
| Participant deferral / active EE | $9,717 | $6,800+42.9% | $6,426+51.2% | $5,609+73.2% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |