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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 | $9,933 | $101,618-90.2% | $93,063-89.3% | $137,256-92.8% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 18.19% | 223.95%-205.8pp | 34.15%-16.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,038 | $2,707-61.6% | $2,476-58.1% | $4,156-75.0% |
| Participant deferral / active EE | $2,265 | $4,279-47.1% | $3,958-42.8% | $6,407-64.7% |
| Admin fee / account holder | $201 | $6,198-96.8% | $6,033-96.7% | $12,270-98.4% |