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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 | $325,553-100.0% | $325,553-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.9%-43.9pp |
| Annual return | 15.38% | 9.11%+6.3pp | 9.14%+6.2pp | 13.05%+2.3pp |
| Employer contribution / active EE | $24,002 | $46,850-48.8% | $40,500-40.7% | $37,647-36.2% |
| Participant deferral / active EE | $23,000 | $37+61836.0% | $42+55179.7% | $49+47028.1% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,946-100.0% |