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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 | $309,303-100.0% | $53,889-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 96.2%-96.2pp | 100.0%-100.0pp | 96.2%-96.2pp |
| Annual return | 9.87% | 6.50%+3.4pp | 11.50%-1.6pp | 6.50%+3.4pp |
| Employer contribution / active EE | $35,139 | $25,613+37.2% | $8,788+299.8% | $25,613+37.2% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $2,328-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $31,748-100.0% | $2,315-100.0% | $31,748-100.0% |