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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 | $600,318-100.0% | $600,318-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 51.1%-51.1pp | 42.6%-42.6pp | 31.0%-31.0pp |
| Annual return | 10.18% | 3.94%+6.2pp | 4.07%+6.1pp | 14.18%-4.0pp |
| Employer contribution / active EE | $15,000 | $38,558-61.1% | $37,644-60.2% | $33,339-55.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $54-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $54,828-100.0% | $54,828-100.0% | $17,688-100.0% |