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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 | $893,103-100.0% | $893,103-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 63.2%-63.2pp | 34.7%-34.7pp |
| Annual return | 11.84% | 10.64%+1.2pp | 10.53%+1.3pp | 12.28%-0.4pp |
| Employer contribution / active EE | $16,519 | $35,145-53.0% | $32,400-49.0% | $34,589-52.2% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $47,656-100.0% |