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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 | $100,780 | $148,582-32.2% | $135,942-25.9% | $139,456-27.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 15.33% | 79.26%-63.9pp | 68.28%-53.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $3,608 | $5,245-31.2% | $4,858-25.7% | $4,753-24.1% |
| Participant deferral / active EE | $8,769 | $8,101+8.2% | $7,759+13.0% | $6,711+30.7% |
| Admin fee / account holder | $98 | $12,402-99.2% | $10,764-99.1% | $11,407-99.1% |