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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 | $177,834-100.0% | $177,834-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 58.6%-58.6pp | 39.5%-39.5pp | 47.3%-47.3pp |
| Annual return | 18.12% | 10.65%+7.5pp | 11.67%+6.4pp | 12.16%+6.0pp |
| Employer contribution / active EE | $40,005 | $33,520+19.3% | $28,376+41.0% | $44,747-10.6% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $15,617-100.0% | $15,617-100.0% | $17,640-100.0% |