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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 | $522,493-100.0% | $522,493-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 37.0%-37.0pp | 45.6%-45.6pp |
| Annual return | 4.03% | 4.02%0pp | 4.11%-0.1pp | 4.16%-0.1pp |
| Employer contribution / active EE | $72,795 | $38,217+90.5% | $35,308+106.2% | $42,918+69.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $25-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,766-100.0% | $8,766-100.0% | $21,465-100.0% |