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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 | $206,041-100.0% | $201,416-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.9%-43.9pp |
| Annual return | 3.19% | 7.45%-4.3pp | 8.10%-4.9pp | 13.05%-9.9pp |
| Employer contribution / active EE | $59,111 | $34,701+70.3% | $28,661+106.2% | $37,647+57.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,946-100.0% |