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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 | $628,955-100.0% | $628,955-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 48.6%-48.6pp | 41.9%-41.9pp | 43.9%-43.9pp |
| Annual return | 16.81% | 8.11%+8.7pp | 8.13%+8.7pp | 13.05%+3.8pp |
| Employer contribution / active EE | $83,333 | $43,816+90.2% | $42,632+95.5% | $37,647+121.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $30,946-100.0% |