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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 | $137,596 | $148,623-7.4% | $135,974+1.2% | $139,466-1.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.09% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.6pp |
| Employer contribution / active EE | $12,076 | $5,246+130.2% | $4,859+148.5% | $4,754+154.0% |
| Participant deferral / active EE | $8,574 | $8,103+5.8% | $7,760+10.5% | $6,712+27.7% |
| Admin fee / account holder | $129 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |