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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 | $286,788-100.0% | - | $286,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 37.6%-37.6pp |
| Annual return | 10.64% | 8.21%+2.4pp | 10.84%-0.2pp | 9.30%+1.3pp |
| Employer contribution / active EE | $47,388 | $45,479+4.2% | $35,054+35.2% | $43,748+8.3% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $12,596-100.0% | - | $12,596-100.0% |