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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 | $280,286-100.0% | $280,286-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 8.3%-8.3pp | 35.7%-35.7pp |
| Annual return | 15.27% | 4.78%+10.5pp | 9.71%+5.6pp | 15.19%+0.1pp |
| Employer contribution / active EE | $133,333 | $29,038+359.2% | $21,536+519.1% | $34,877+282.3% |
| Participant deferral / active EE | $0 | $0 | $42-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |