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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 | $186,737-100.0% | $186,737-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 38.0%-38.0pp | 31.3%-31.3pp | 45.9%-45.9pp |
| Annual return | 8.69% | 7.39%+1.3pp | 7.90%+0.8pp | 10.21%-1.5pp |
| Employer contribution / active EE | $30,047 | $46,520-35.4% | $41,695-27.9% | $42,272-28.9% |
| Participant deferral / active EE | $4,624 | $42+10823.9% | $47+9757.4% | $121+3730.9% |
| Admin fee / account holder | $0 | $811-100.0% | $811-100.0% | $13,518-100.0% |