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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 | $162,152-100.0% | $162,152-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 34.1%-34.1pp |
| Annual return | 11.48% | 18.44%-7.0pp | 17.66%-6.2pp | 13.02%-1.5pp |
| Employer contribution / active EE | $39,292 | $39,644-0.9% | $35,365+11.1% | $34,257+14.7% |
| Participant deferral / active EE | $0 | $284-100.0% | $276-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $39,117-100.0% |