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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 | $136,497 | $148,629-8.2% | $135,982+0.4% | $139,487-2.1% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 20.35% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $4,014 | $5,247-23.5% | $4,859-17.4% | $4,755-15.6% |
| Participant deferral / active EE | $8,945 | $8,102+10.4% | $7,760+15.3% | $6,713+33.2% |
| Admin fee / account holder | $78 | $12,406-99.4% | $10,767-99.3% | $11,407-99.3% |