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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 | $229,060-100.0% | $229,060-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 27.3%-27.3pp | 43.0%-43.0pp |
| Annual return | 3.95% | 7.44%-3.5pp | 7.48%-3.5pp | 259.17%-255.2pp |
| Employer contribution / active EE | $31,250 | $44,612-30.0% | $39,603-21.1% | $41,471-24.6% |
| Participant deferral / active EE | $0 | $127-100.0% | $172-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,197-100.0% | $1,197-100.0% | $21,502-100.0% |