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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 | $11,417 | $77,901-85.3% | $149,717-92.4% | $75,181-84.8% |
| Participation rate | 78.0% | 65.6%+12.4pp | 78.8%-0.8pp | 67.2%+10.8pp |
| Annual return | 24.95% | 31.73%-6.8pp | 134.41%-109.5pp | 160.69%-135.7pp |
| Employer contribution / active EE | $1,866 | $3,137-40.5% | $4,820-61.3% | $2,671-30.1% |
| Participant deferral / active EE | $2,742 | $3,411-19.6% | $5,682-51.7% | $4,126-33.5% |
| Admin fee / account holder | $210 | $5,949-96.5% | $13,213-98.4% | $5,650-96.3% |