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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 | $282,865-100.0% | $343,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 12.4%-12.4pp |
| Annual return | 4.71% | 7.36%-2.7pp | 16.99%-12.3pp | 9.89%-5.2pp |
| Employer contribution / active EE | $11,403 | $5,810+96.3% | $26,485-56.9% | $14,313-20.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |