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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 | $355,857-100.0% | $334,483-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 97.2%-97.2pp | 97.3%-97.3pp | 91.9%-91.9pp |
| Annual return | -1.84% | -1.24%-0.6pp | -1.01%-0.8pp | 4.30%-6.1pp |
| Employer contribution / active EE | $8,673 | $20,736-58.2% | $20,696-58.1% | $26,636-67.4% |
| Participant deferral / active EE | $0 | $9,955-100.0% | $9,704-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $10,401-100.0% | $15,151-100.0% | $12,997-100.0% |