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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 | $161,673-100.0% | $161,673-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 41.7%-41.7pp | 43.0%-43.0pp |
| Annual return | 16.77% | 9.27%+7.5pp | 9.65%+7.1pp | 259.17%-242.4pp |
| Employer contribution / active EE | $37,500 | $32,307+16.1% | $27,458+36.6% | $41,471-9.6% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,502-100.0% |