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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 | $444,773-100.0% | $444,773-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.8%-50.8pp | 42.7%-42.7pp | 34.1%-34.1pp |
| Annual return | 3.47% | 6.34%-2.9pp | 6.38%-2.9pp | 13.02%-9.5pp |
| Employer contribution / active EE | $168,612 | $40,783+313.4% | $39,647+325.3% | $34,257+392.2% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $37,010-100.0% | $37,010-100.0% | $39,117-100.0% |