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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 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | 15.36% | 8.70%+6.7pp | 6.78%+8.6pp | 9.29%+6.1pp |
| Employer contribution / active EE | $4,462 | $9,971-55.3% | $28,542-84.4% | $15,168-70.6% |
| Participant deferral / active EE | $0 | $861-100.0% | $763-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |