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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 | $140,718 | $148,623-5.3% | $135,974+3.5% | $139,466+0.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.50% | 79.30%-55.8pp | 68.30%-44.8pp | 373.66%-350.2pp |
| Employer contribution / active EE | $3,855 | $5,246-26.5% | $4,859-20.7% | $4,754-18.9% |
| Participant deferral / active EE | $10,363 | $8,103+27.9% | $7,760+33.5% | $6,712+54.4% |
| Admin fee / account holder | $96 | $12,406-99.2% | $10,767-99.1% | $11,409-99.2% |