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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 | $150,398-100.0% | $162,072-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 42.3%-42.3pp | 33.1%-33.1pp | 43.0%-43.0pp |
| Annual return | 10.19% | 7.88%+2.3pp | 8.01%+2.2pp | 259.17%-249.0pp |
| Employer contribution / active EE | $46,572 | $36,826+26.5% | $29,476+58.0% | $41,471+12.3% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $223-100.0% | $630-100.0% | $21,502-100.0% |