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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 | $669,896-100.0% | $467,033-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 100.0%-100.0pp | 90.5%-90.5pp |
| Annual return | 4.49% | 11.25%-6.8pp | -8.34%+12.8pp | 11.25%-6.8pp |
| Employer contribution / active EE | $197,000 | $23,407+741.6% | $121,894+61.6% | $23,407+741.6% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $12,750-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | $0 | $52,310-100.0% |