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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 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 11.62% | 15.19%-3.6pp | 7.43%+4.2pp | 15.19%-3.6pp |
| Employer contribution / active EE | $18,309 | $34,877-47.5% | $12,329+48.5% | $34,877-47.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |