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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 | $123,155-100.0% | $108,753-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 12.03% | 44.73%-32.7pp | 37.47%-25.4pp | 148.84%-136.8pp |
| Employer contribution / active EE | $8,827 | $2,811+214.0% | $2,427+263.8% | $4,248+107.8% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |