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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 | $483,246-100.0% | $277,175-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 93.7%-93.7pp | 100.0%-100.0pp | 93.7%-93.7pp |
| Annual return | 8.60% | 24.97%-16.4pp | 3.35%+5.3pp | 24.97%-16.4pp |
| Employer contribution / active EE | $109,000 | $28,334+284.7% | $66,237+64.6% | $28,334+284.7% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $3,000-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $20,852-100.0% | $3,027-100.0% | $20,852-100.0% |