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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 | $132,638 | $138,076-3.9% | $123,553+7.4% | $135,380-2.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.72% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,633 | $5,152-29.5% | $4,628-21.5% | $4,779-24.0% |
| Participant deferral / active EE | $11,633 | $6,800+71.1% | $6,426+81.0% | $5,609+107.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |