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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 | $445,290-100.0% | $445,290-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 46.7%-46.7pp | 31.8%-31.8pp | 47.3%-47.3pp |
| Annual return | 16.60% | 10.97%+5.6pp | 11.97%+4.6pp | 12.16%+4.4pp |
| Employer contribution / active EE | $36,855 | $40,487-9.0% | $37,298-1.2% | $44,747-17.6% |
| Participant deferral / active EE | $0 | $24-100.0% | $23-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,503-100.0% | $1,503-100.0% | $17,640-100.0% |