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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 | $628,955-100.0% | $628,955-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 48.6%-48.6pp | 41.9%-41.9pp | 43.9%-43.9pp |
| Annual return | 3.89% | 8.11%-4.2pp | 8.13%-4.2pp | 13.05%-9.2pp |
| Employer contribution / active EE | $33,333 | $43,861-24.0% | $42,674-21.9% | $37,651-11.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $31,074-100.0% |