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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 | $263,064-100.0% | $89,437-100.0% | $263,064-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | -3.49% | -1.59%-1.9pp | -1.16%-2.3pp | -1.59%-1.9pp |
| Employer contribution / active EE | $16,667 | $33,160-49.7% | $5,322+213.2% | $33,160-49.7% |
| Participant deferral / active EE | $0 | $7,831-100.0% | $0 | $7,831-100.0% |
| Admin fee / account holder | $0 | $9,535-100.0% | $0 | $9,535-100.0% |