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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 | $95,044-100.0% | $397,815-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 8.4%-8.4pp |
| Annual return | 12.16% | 9.66%+2.5pp | 9.74%+2.4pp | 18.35%-6.2pp |
| Employer contribution / active EE | $13,462 | $13,864-2.9% | $39,474-65.9% | $14,669-8.2% |
| Participant deferral / active EE | $0 | $0 | $135-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $10,161-100.0% | $9,141-100.0% |