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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 | $213,840-100.0% | $189,344-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 30.4%-30.4pp | 47.4%-47.4pp |
| Annual return | 33.50% | 10.52%+23.0pp | 11.02%+22.5pp | 12.16%+21.3pp |
| Employer contribution / active EE | $15,054 | $40,753-63.1% | $33,824-55.5% | $44,747-66.4% |
| Participant deferral / active EE | $0 | $408-100.0% | $418-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $4,068-100.0% | $4,088-100.0% | $17,640-100.0% |