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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 | $186,737-100.0% | $186,737-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 38.0%-38.0pp | 31.3%-31.3pp | 45.9%-45.9pp |
| Annual return | 6.41% | 7.39%-1.0pp | 7.90%-1.5pp | 10.21%-3.8pp |
| Employer contribution / active EE | $46,896 | $46,520+0.8% | $41,695+12.5% | $42,272+10.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $47-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $811-100.0% | $811-100.0% | $13,518-100.0% |