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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 | $161,818 | $168,635-4.0% | $147,617+9.6% | $125,389+29.1% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -1.63% | 77.65%-79.3pp | 61.98%-63.6pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,312 | $6,252-79.0% | $5,564-76.4% | $4,866-73.0% |
| Participant deferral / active EE | $6,500 | $5,507+18.0% | $4,895+32.8% | $5,352+21.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |