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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 | $21,834 | $65,367-66.6% | $92,915-76.5% | $72,976-70.1% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | 26.64% | 42.11%-15.5pp | 109.45%-82.8pp | 81.02%-54.4pp |
| Employer contribution / active EE | $1,433 | $2,594-44.7% | $3,653-60.8% | $2,440-41.3% |
| Participant deferral / active EE | $3,156 | $3,128+0.9% | $4,238-25.5% | $3,608-12.5% |
| Admin fee / account holder | $194 | $4,251-95.4% | $5,796-96.6% | $5,124-96.2% |