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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 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 5.35% | 8.93%-3.6pp | 7.82%-2.5pp | 8.21%-2.9pp |
| Employer contribution / active EE | $19,172 | $10,201+87.9% | $31,823-39.8% | $13,841+38.5% |
| Participant deferral / active EE | $0 | $958-100.0% | $365-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |