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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 | $121,907-100.0% | $116,667-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 47.1%-47.1pp | 33.4%-33.4pp | 37.6%-37.6pp |
| Annual return | 1.74% | 8.05%-6.3pp | 7.88%-6.1pp | 9.30%-7.6pp |
| Employer contribution / active EE | $25,000 | $41,786-40.2% | $39,100-36.1% | $43,748-42.9% |
| Participant deferral / active EE | $0 | $56-100.0% | $53-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,272-100.0% | $15,347-100.0% | $12,596-100.0% |