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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 | $12,993 | $101,618-87.2% | $93,063-86.0% | $137,256-90.5% |
| Participation rate | 73.9% | 74.9%-1.0pp | 72.1%+1.8pp | 80.0%-6.0pp |
| Annual return | 19.46% | 223.95%-204.5pp | 34.15%-14.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,368 | $2,707-49.5% | $2,476-44.8% | $4,156-67.1% |
| Participant deferral / active EE | $3,970 | $4,279-7.2% | $3,958+0.3% | $6,407-38.0% |
| Admin fee / account holder | $161 | $6,198-97.4% | $6,033-97.3% | $12,270-98.7% |