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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 | $38,013 | $107,666-64.7% | $102,184-62.8% | $154,746-75.4% |
| Participation rate | 70.6% | 83.7%-13.1pp | 82.6%-12.0pp | 80.7%-10.1pp |
| Annual return | 22.12% | 29.33%-7.2pp | 31.58%-9.5pp | 172.34%-150.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,525 | $8,719+20.7% | $8,309+26.7% | $6,730+56.4% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |