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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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 25.0%-25.0pp | 27.7%-27.7pp |
| Annual return | 11.94% | 9.87%+2.1pp | 9.70%+2.2pp | 15.59%-3.6pp |
| Employer contribution / active EE | $28,106 | $31,719-11.4% | $26,706+5.2% | $33,256-15.5% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |