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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 | $165,051 | $138,072+19.5% | $123,549+33.6% | $135,382+21.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.36% | 153.69%-160.1pp | 119.20%-125.6pp | 519.77%-526.1pp |
| Employer contribution / active EE | $2,539 | $5,152-50.7% | $4,628-45.1% | $4,779-46.9% |
| Participant deferral / active EE | $8,142 | $6,799+19.7% | $6,426+26.7% | $5,609+45.2% |
| Admin fee / account holder | $96 | $10,917-99.1% | $9,284-99.0% | $10,829-99.1% |