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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 | $172,007 | $138,075+24.6% | $123,552+39.2% | $135,379+27.1% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -4.53% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $5,400 | $5,152+4.8% | $4,628+16.7% | $4,779+13.0% |
| Participant deferral / active EE | $5,374 | $6,800-21.0% | $6,426-16.4% | $5,609-4.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |