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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 | $102,938-90.4% | $94,105-89.4% | $138,895-92.8% |
| Participation rate | 71.4% | 74.6%-3.2pp | 71.9%-0.5pp | 79.9%-8.5pp |
| Annual return | 18.19% | 250.28%-232.1pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,038 | $2,732-62.0% | $2,504-58.5% | $4,194-75.2% |
| Participant deferral / active EE | $2,265 | $4,196-46.0% | $3,881-41.6% | $6,396-64.6% |
| Admin fee / account holder | $201 | $6,600-97.0% | $6,199-96.8% | $12,562-98.4% |