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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 | $128,748 | $138,072-6.8% | $123,549+4.2% | $135,382-4.9% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | 1.01% | 153.69%-152.7pp | 119.20%-118.2pp | 519.77%-518.8pp |
| Employer contribution / active EE | $2,220 | $5,152-56.9% | $4,628-52.0% | $4,779-53.5% |
| Participant deferral / active EE | $6,972 | $6,799+2.5% | $6,426+8.5% | $5,609+24.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |