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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 | $565,144-100.0% | $565,144-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 27.7%-27.7pp |
| Annual return | 21.95% | 3.93%+18.0pp | 4.31%+17.6pp | 15.59%+6.4pp |
| Employer contribution / active EE | $0 | $26,324-100.0% | $22,934-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $4,849-100.0% | $4,849-100.0% | $21,009-100.0% |