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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 | $343,683-100.0% | $333,750-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 48.6%-48.6pp | 44.4%-44.4pp |
| Annual return | 1.09% | -9.47%+10.6pp | -9.60%+10.7pp | -14.65%+15.7pp |
| Employer contribution / active EE | $72,000 | $58,413+23.3% | $56,630+27.1% | $46,321+55.4% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $5,347-100.0% | $5,181-100.0% | $14,582-100.0% |