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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 | $183,937 | $138,075+33.2% | $123,552+48.9% | $135,379+35.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.09% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $3,032 | $5,152-41.2% | $4,628-34.5% | $4,779-36.6% |
| Participant deferral / active EE | $8,917 | $6,800+31.1% | $6,426+38.8% | $5,609+59.0% |
| Admin fee / account holder | $198 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |