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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 | $81,675-100.0% | $81,675-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 60.0%-60.0pp | 31.0%-31.0pp |
| Annual return | 13.38% | 11.62%+1.8pp | 11.42%+2.0pp | 14.18%-0.8pp |
| Employer contribution / active EE | $0 | $36,177-100.0% | $33,172-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $37-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $17,688-100.0% |