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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 | $134,126 | $180,749-25.8% | $160,784-16.6% | $137,256-2.3% |
| Participation rate | 73.7% | 80.0%-6.3pp | 77.0%-3.3pp | 80.0%-6.3pp |
| Annual return | 18.42% | 2234.46%-2216.0pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,979 | $4,155-4.2% | $3,733+6.6% | $4,156-4.3% |
| Participant deferral / active EE | $7,205 | $6,844+5.3% | $6,293+14.5% | $6,407+12.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |