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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 | $369,662-100.0% | $366,691-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 91.0%-91.0pp | 89.1%-89.1pp | 90.6%-90.6pp |
| Annual return | 5.78% | 4.14%+1.6pp | 4.33%+1.5pp | 10.77%-5.0pp |
| Employer contribution / active EE | $11,784 | $20,741-43.2% | $20,650-42.9% | $26,022-54.7% |
| Participant deferral / active EE | $0 | $11,019-100.0% | $10,692-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $28,289-100.0% | $27,257-100.0% | $18,309-100.0% |