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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 | $104,795-100.0% | $104,795-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 50.0%-50.0pp | 27.7%-27.7pp |
| Annual return | 6.81% | 12.50%-5.7pp | 12.12%-5.3pp | 15.59%-8.8pp |
| Employer contribution / active EE | $33,750 | $36,503-7.5% | $33,582+0.5% | $33,256+1.5% |
| Participant deferral / active EE | $0 | $0-100.0% | $0-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $21,009-100.0% |