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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 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | 11.41% | 9.01%+2.4pp | 7.19%+4.2pp | 8.21%+3.2pp |
| Employer contribution / active EE | $60,366 | $12,511+382.5% | $35,958+67.9% | $13,841+336.2% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |