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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 | $0 | $362,881-100.0% | $342,735-100.0% | $531,493-100.0% |
| Participation rate | 0.0% | 90.7%-90.7pp | 85.4%-85.4pp | 86.9%-86.9pp |
| Annual return | 12.34% | 10.48%+1.9pp | 10.74%+1.6pp | 9.82%+2.5pp |
| Employer contribution / active EE | $17,750 | $17,974-1.2% | $18,336-3.2% | $22,221-20.1% |
| Participant deferral / active EE | $0 | $9,202-100.0% | $8,567-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $866-100.0% | $1,244-100.0% | $42,466-100.0% |