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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 | $306,023-100.0% | $306,023-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | 99.6%-99.6pp | 96.2%-96.2pp |
| Annual return | 5.95% | 10.35%-4.4pp | 10.51%-4.6pp | 6.50%-0.5pp |
| Employer contribution / active EE | $42,667 | $33,877+25.9% | $34,401+24.0% | $25,613+66.6% |
| Participant deferral / active EE | $0 | $8,201-100.0% | $7,898-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $17,975-100.0% | $17,975-100.0% | $31,748-100.0% |