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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 | $158,818 | $138,075+15.0% | $123,552+28.5% | $135,379+17.3% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -6.19% | 153.70%-159.9pp | 119.20%-125.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,130 | $6,800+93.1% | $6,426+104.3% | $5,609+134.1% |
| Admin fee / account holder | $134 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |