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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 | $785,698-100.0% | $694,382-100.0% | $554,306-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.1%-77.1pp | 84.6%-84.6pp |
| Annual return | 30.91% | 9.34%+21.6pp | 9.66%+21.3pp | 10.47%+20.4pp |
| Employer contribution / active EE | $6,250 | $27,225-77.0% | $25,660-75.6% | $25,289-75.3% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $49,540-100.0% |