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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 | $21,453 | $114,119-81.2% | $107,187-80.0% | $138,895-84.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 23.62% | 273.21%-249.6pp | 204.55%-180.9pp | 145.39%-121.8pp |
| Employer contribution / active EE | $1,942 | $4,059-52.2% | $3,782-48.7% | $4,194-53.7% |
| Participant deferral / active EE | $5,165 | $5,538-6.7% | $5,096+1.4% | $6,396-19.2% |
| Admin fee / account holder | $52 | $10,024-99.5% | $9,162-99.4% | $12,562-99.6% |