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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 | $1,802,055-100.0% | $1,802,055-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 50.0%-50.0pp | 34.1%-34.1pp |
| Annual return | 14.10% | 4.30%+9.8pp | 4.36%+9.7pp | 13.02%+1.1pp |
| Employer contribution / active EE | $45,981 | $37,185+23.7% | $36,451+26.1% | $34,257+34.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $37,595-100.0% | $37,595-100.0% | $39,117-100.0% |