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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 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | 6.78% | 9.94%-3.2pp | 9.78%-3.0pp | 9.30%-2.5pp |
| Employer contribution / active EE | $61,454 | $49,417+24.4% | $46,882+31.1% | $43,748+40.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |