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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 | $323,458-100.0% | $282,424-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 40.6%-40.6pp | 27.9%-27.9pp | 27.7%-27.7pp |
| Annual return | 12.48% | 3.54%+8.9pp | 3.87%+8.6pp | 15.59%-3.1pp |
| Employer contribution / active EE | $18,000 | $31,139-42.2% | $28,590-37.0% | $33,256-45.9% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |