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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 | $95,044-100.0% | $765,066-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 8.4%-8.4pp |
| Annual return | 14.08% | 9.54%+4.5pp | 8.31%+5.8pp | 18.35%-4.3pp |
| Employer contribution / active EE | $21,540 | $16,612+29.7% | $21,002+2.6% | $14,669+46.8% |
| Participant deferral / active EE | $0 | $348-100.0% | $224-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $724-100.0% | $9,141-100.0% |