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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 | $163,299 | $180,462-9.5% | $154,111+6.0% | $135,379+20.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -4.64% | 888.17%-892.8pp | 735.18%-739.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $2,597 | $6,036-57.0% | $5,298-51.0% | $4,779-45.7% |
| Participant deferral / active EE | $5,105 | $5,806-12.1% | $5,081+0.5% | $5,609-9.0% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |