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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 | $263,825-100.0% | $514,175-100.0% | $263,825-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 68.6%-68.6pp | 78.8%-78.8pp |
| Annual return | 21.97% | 13.08%+8.9pp | 12.66%+9.3pp | 13.08%+8.9pp |
| Employer contribution / active EE | $6,250 | $11,436-45.3% | $19,058-67.2% | $11,436-45.3% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $1,030-100.0% | $5,893-100.0% |
| Admin fee / account holder | $0 | $32,179-100.0% | $1,353-100.0% | $32,179-100.0% |