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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 | $564,969-100.0% | - | $564,969-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | - | 88.5%-88.5pp |
| Annual return | 17.02% | 7.52%+9.5pp | 2.27%+14.8pp | 7.52%+9.5pp |
| Employer contribution / active EE | $11,179 | $26,761-58.2% | $11,1790% | $26,761-58.2% |
| Participant deferral / active EE | $0 | $6,006-100.0% | - | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,215-100.0% | - | $17,215-100.0% |