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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 | $156,023-100.0% | $161,924-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 34.6%-34.6pp | 37.6%-37.6pp |
| Annual return | 3.28% | 9.86%-6.6pp | 10.41%-7.1pp | 9.30%-6.0pp |
| Employer contribution / active EE | $17,080 | $35,661-52.1% | $31,248-45.3% | $43,748-61.0% |
| Participant deferral / active EE | $0 | $3-100.0% | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,130-100.0% | $1,130-100.0% | $12,596-100.0% |