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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 | $438,681-100.0% | $438,681-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 48.2%-48.2pp | 44.3%-44.3pp | 43.0%-43.0pp |
| Annual return | 2.50% | 4.01%-1.5pp | 4.26%-1.8pp | 259.14%-256.6pp |
| Employer contribution / active EE | $17,157 | $56,756-69.8% | $54,767-68.7% | $41,471-58.6% |
| Participant deferral / active EE | $7,327 | $15+48097.4% | $18+39722.2% | $153+4686.7% |
| Admin fee / account holder | $0 | $2,187-100.0% | $2,187-100.0% | $21,546-100.0% |