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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 | $417,381-100.0% | $417,381-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 43.9%-43.9pp |
| Annual return | 5.83% | 4.96%+0.9pp | 5.83%0pp | 13.05%-7.2pp |
| Employer contribution / active EE | $45,000 | $45,547-1.2% | $38,332+17.4% | $37,651+19.5% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $31,074-100.0% |