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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 | $451,207-100.0% | $451,207-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 35.0%-35.0pp | 45.9%-45.9pp |
| Annual return | 9.03% | 8.63%+0.4pp | 8.77%+0.3pp | 10.21%-1.2pp |
| Employer contribution / active EE | $137,500 | $39,478+248.3% | $36,356+278.2% | $42,272+225.3% |
| Participant deferral / active EE | $0 | $73-100.0% | $68-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,635-100.0% | $3,635-100.0% | $13,518-100.0% |