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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 | $112,729-100.0% | $98,716-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 26.90% | 38.48%-11.6pp | 31.81%-4.9pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,372 | $2,725-49.7% | $2,279-39.8% | $4,156-67.0% |
| Participant deferral / active EE | $11,100 | $4,640+139.2% | $4,048+174.2% | $6,407+73.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |