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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 | $137,733 | $138,072-0.2% | $123,549+11.5% | $135,382+1.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -4.31% | 153.69%-158.0pp | 119.20%-123.5pp | 519.77%-524.1pp |
| Employer contribution / active EE | $3,916 | $5,152-24.0% | $4,628-15.4% | $4,779-18.0% |
| Participant deferral / active EE | $7,805 | $6,799+14.8% | $6,426+21.5% | $5,609+39.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |