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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 | $24,265-100.0% | $162,152-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 50.0%-50.0pp | 9.3%-9.3pp |
| Annual return | 16.73% | 9.76%+7.0pp | 17.66%-0.9pp | 9.76%+7.0pp |
| Employer contribution / active EE | $19,232 | $12,965+48.3% | $35,365-45.6% | $12,965+48.3% |
| Participant deferral / active EE | $0 | $143-100.0% | $276-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $884-100.0% | $4,785-100.0% |