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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 | $138,562 | $138,076+0.4% | $123,553+12.1% | $135,380+2.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.87% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $7,126 | $5,152+38.3% | $4,628+54.0% | $4,779+49.1% |
| Participant deferral / active EE | $7,529 | $6,800+10.7% | $6,426+17.2% | $5,609+34.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |