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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 | $93,040-100.0% | $148,078-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.9%-43.9pp |
| Annual return | 9.56% | 3.91%+5.6pp | 6.78%+2.8pp | 13.05%-3.5pp |
| Employer contribution / active EE | $350,000 | $35,643+882.0% | $25,155+1291.4% | $37,651+829.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,074-100.0% |