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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 | $95,044-100.0% | $202,277-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | 30.0%-30.0pp | 8.4%-8.4pp |
| Annual return | 14.33% | 9.60%+4.7pp | 8.88%+5.4pp | 18.35%-4.0pp |
| Employer contribution / active EE | $5,625 | $12,772-56.0% | $42,607-86.8% | $14,669-61.7% |
| Participant deferral / active EE | $0 | $576-100.0% | $94-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $2,086-100.0% | $9,141-100.0% |