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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 | $355,607-100.0% | $323,456-100.0% | $554,306-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | 84.6%-84.6pp |
| Annual return | 14.92% | 14.31%+0.6pp | 13.47%+1.4pp | 10.47%+4.4pp |
| Employer contribution / active EE | $34,481 | $30,129+14.4% | $29,776+15.8% | $25,289+36.3% |
| Participant deferral / active EE | $20,425 | $8,255+147.4% | $7,386+176.5% | $3,690+453.6% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $49,540-100.0% |