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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 | $139,472 | $138,075+1.0% | $123,552+12.9% | $135,379+3.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,913 | $5,152-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $9,296 | $6,800+36.7% | $6,426+44.7% | $5,609+65.7% |
| Admin fee / account holder | $166 | $10,917-98.5% | $9,285-98.2% | $10,828-98.5% |