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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 | $340,597-100.0% | $328,890-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 41.1%-41.1pp | 35.7%-35.7pp |
| Annual return | 8.47% | 8.34%+0.1pp | 8.43%0pp | 15.19%-6.7pp |
| Employer contribution / active EE | $28,571 | $30,496-6.3% | $29,249-2.3% | $34,877-18.1% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |