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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 | $211,946-100.0% | $169,452-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 9.32% | 3.26%+6.1pp | 1.83%+7.5pp | 519.79%-510.5pp |
| Employer contribution / active EE | $30,769 | $5,117+501.3% | $4,157+640.2% | $4,779+543.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |