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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% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 8.31% | 9.92%-1.6pp | 32.33%-24.0pp | 22.81%-14.5pp |
| Employer contribution / active EE | $25,723 | $16,139+59.4% | $33,960-24.3% | $18,290+40.6% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |