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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 | $108,968-100.0% | $108,968-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | 8.64% | 8.47%+0.2pp | 9.63%-1.0pp | 24.43%-15.8pp |
| Employer contribution / active EE | $4,938 | $35,790-86.2% | $33,327-85.2% | $41,342-88.1% |
| Participant deferral / active EE | $0 | $48-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $596-100.0% | $22,079-100.0% |