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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 | $9,556,684-100.0% | $337,745-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 44.1%-44.1pp | 2.4%-2.4pp |
| Annual return | 6.11% | 22.81%-16.7pp | 9.57%-3.5pp | 22.81%-16.7pp |
| Employer contribution / active EE | $9,346 | $18,290-48.9% | $39,758-76.5% | $18,290-48.9% |
| Participant deferral / active EE | $0 | $603-100.0% | $45-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $352,588-100.0% | $85,222-100.0% |