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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 | $565,144-100.0% | $565,144-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 33.3%-33.3pp | 31.0%-31.0pp |
| Annual return | 0.00% | 5.19%-5.2pp | 6.30%-6.3pp | 14.18%-14.2pp |
| Employer contribution / active EE | $50,075 | $25,383+97.3% | $23,327+114.7% | $33,339+50.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $4,849-100.0% | $4,849-100.0% | $17,688-100.0% |