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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 | $490,217-100.0% | $490,217-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 39.0%-39.0pp | 35.0%-35.0pp | 34.7%-34.7pp |
| Annual return | 8.04% | 7.15%+0.9pp | 7.21%+0.8pp | 12.28%-4.2pp |
| Employer contribution / active EE | $26,667 | $40,851-34.7% | $39,652-32.7% | $34,589-22.9% |
| Participant deferral / active EE | $0 | $93-100.0% | $95-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $28,496-100.0% | $28,496-100.0% | $47,656-100.0% |