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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 | $164,876 | $145,431+13.4% | $211,142-21.9% | $87,485+88.5% |
| Participation rate | 78.6% | 84.7%-6.2pp | 87.3%-8.7pp | 68.9%+9.6pp |
| Annual return | 19.77% | 27.21%-7.4pp | 46.84%-27.1pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,162 | $6,859+164.8% | $9,284+95.6% | $4,274+325.0% |
| Admin fee / account holder | $0 | $17,052-100.0% | $19,076-100.0% | $7,775-100.0% |