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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 | $468,795-100.0% | - | $468,795-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | - | 85.1%-85.1pp |
| Annual return | 10.82% | 39.95%-29.1pp | 17.93%-7.1pp | 39.95%-29.1pp |
| Employer contribution / active EE | $22,917 | $28,085-18.4% | $24,833-7.7% | $28,085-18.4% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $43,500-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | - | $8,110-100.0% |