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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 | $514,344-100.0% | $375,279-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 36.7%-36.7pp | - |
| Annual return | 11.65% | 59.12%-47.5pp | 9.78%+1.9pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $46,882-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $72-100.0% | - |
| Admin fee / account holder | $0 | $0 | $5,665-100.0% | - |