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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 | $263,172-100.0% | $220,504-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -8.60% | -8.66%+0.1pp | -9.09%+0.5pp | -14.65%+6.0pp |
| Employer contribution / active EE | $23,750 | $39,282-39.5% | $36,696-35.3% | $46,317-48.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $63-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $7,049-100.0% | $4,802-100.0% | $14,631-100.0% |