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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 | $81,487-100.0% | $102,412-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 37.08% | 25.60%+11.5pp | 24.94%+12.1pp | 35.66%+1.4pp |
| Employer contribution / active EE | $5,263 | $3,103+69.6% | $3,870+36.0% | $2,757+90.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |