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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 | $186,703-100.0% | $186,703-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 20.0%-20.0pp | 34.1%-34.1pp |
| Annual return | 14.34% | 8.41%+5.9pp | 8.93%+5.4pp | 13.02%+1.3pp |
| Employer contribution / active EE | $644,989 | $37,333+1627.7% | $26,306+2351.8% | $34,257+1782.8% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,041-100.0% | $2,041-100.0% | $39,117-100.0% |