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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 | $49,655-100.0% | $162,152-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 50.0%-50.0pp | 18.6%-18.6pp |
| Annual return | 16.73% | 9.77%+7.0pp | 14.20%+2.5pp | 9.77%+7.0pp |
| Employer contribution / active EE | $19,232 | $13,890+38.5% | $32,636-41.1% | $13,890+38.5% |
| Participant deferral / active EE | $0 | $102-100.0% | $132-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $884-100.0% | $2,893-100.0% |