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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 | $534,210-100.0% | $589,148-100.0% | $534,210-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 78.9%-78.9pp | 89.6%-89.6pp |
| Annual return | 12.77% | 10.40%+2.4pp | 4.37%+8.4pp | 10.40%+2.4pp |
| Employer contribution / active EE | $4,632 | $19,440-76.2% | $34,823-86.7% | $19,440-76.2% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $7,344-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,821-100.0% | $16,101-100.0% | $14,821-100.0% |