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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 | $290,873-100.0% | $290,873-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.9%-43.9pp |
| Annual return | 3.05% | 6.79%-3.7pp | 7.19%-4.1pp | 13.05%-10.0pp |
| Employer contribution / active EE | $36,889 | $39,571-6.8% | $35,860+2.9% | $37,651-2.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,074-100.0% |