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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 | $270,507-100.0% | $63,107-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 93.5%-93.5pp | 71.4%-71.4pp | 93.5%-93.5pp |
| Annual return | -5.03% | -4.71%-0.3pp | 2.72%-7.8pp | -4.71%-0.3pp |
| Employer contribution / active EE | $25,000 | $25,782-3.0% | $10,601+135.8% | $25,782-3.0% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $2,250-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $27-100.0% | $10,647-100.0% |