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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 | $290,873-100.0% | $290,873-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.9%-43.9pp |
| Annual return | 11.84% | 6.79%+5.1pp | 7.19%+4.7pp | 13.05%-1.2pp |
| Employer contribution / active EE | $16,667 | $39,571-57.9% | $35,860-53.5% | $37,647-55.7% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $30,946-100.0% |