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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 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 8.71% | -2.97%+11.7pp | 0.66%+8.0pp | 12.28%-3.6pp |
| Employer contribution / active EE | $14,545 | $42,989-66.2% | $36,523-60.2% | $34,589-57.9% |
| Participant deferral / active EE | $0 | $71-100.0% | $169-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |