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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 6.17% | 10.25%-4.1pp | 8.34%-2.2pp | 8.21%-2.0pp |
| Employer contribution / active EE | $8,637 | $16,685-48.2% | $30,790-71.9% | $13,841-37.6% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |