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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 | $123,776 | $160,040-22.7% | $147,096-15.9% | $145,877-15.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.19% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $5,143 | $5,289-2.8% | $4,936+4.2% | $4,663+10.3% |
| Participant deferral / active EE | $8,728 | $8,429+3.5% | $8,071+8.1% | $6,691+30.4% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |