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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 | $496,847-100.0% | $496,847-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 92.6%-92.6pp | 92.6%-92.6pp | 91.1%-91.1pp |
| Annual return | 2.95% | 6.05%-3.1pp | 20.30%-17.3pp | 5.95%-3.0pp |
| Employer contribution / active EE | $0 | $17,763-100.0% | $18,413-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,361-100.0% | $5,587-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $12,651-100.0% | $12,651-100.0% | $18,209-100.0% |