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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 | $134,459 | $144,130-6.7% | $117,861+14.1% | $147,586-8.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 24.68% | 531.20%-506.5pp | 335.11%-310.4pp | 578.59%-553.9pp |
| Employer contribution / active EE | $3,105 | $4,897-36.6% | $3,786-18.0% | $4,876-36.3% |
| Participant deferral / active EE | $6,509 | $5,316+22.4% | $4,482+45.2% | $5,439+19.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |