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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 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | 3.02% | 4.04%-1.0pp | 4.96%-1.9pp | 4.16%-1.1pp |
| Employer contribution / active EE | $42,923 | $35,442+21.1% | $29,749+44.3% | $42,9180% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |