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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 | $459,402-100.0% | $411,083-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 38.9%-38.9pp | 30.8%-30.8pp | 43.0%-43.0pp |
| Annual return | 19.69% | 5.05%+14.6pp | 5.50%+14.2pp | 259.17%-239.5pp |
| Employer contribution / active EE | $23,000 | $35,260-34.8% | $28,518-19.3% | $41,471-44.5% |
| Participant deferral / active EE | $0 | $871-100.0% | $818-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,281-100.0% | $7,663-100.0% | $21,502-100.0% |