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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 | $272,150-100.0% | $271,250-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | 43.91% | 8.23%+35.7pp | 8.14%+35.8pp | 5.38%+38.5pp |
| Employer contribution / active EE | $11,600 | $26,442-56.1% | $26,869-56.8% | $22,268-47.9% |
| Participant deferral / active EE | $0 | $5,265-100.0% | $5,265-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $3,336-100.0% | $3,336-100.0% | $9,035-100.0% |