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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 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 7.21% | 14.46%-7.2pp | 13.13%-5.9pp | 13.02%-5.8pp |
| Employer contribution / active EE | $18,043 | $20,547-12.2% | $16,548+9.0% | $34,257-47.3% |
| Participant deferral / active EE | $0 | $0 | $37-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |