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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 | $215,441-100.0% | $215,441-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.1%-53.1pp | 50.7%-50.7pp | 46.4%-46.4pp |
| Annual return | -5.48% | 1.21%-6.7pp | 1.09%-6.6pp | -82.67%+77.2pp |
| Employer contribution / active EE | $53,333 | $59,814-10.8% | $57,621-7.4% | $43,771+21.8% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |