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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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | -0.99% | -0.62%-0.4pp | -0.67%-0.3pp | -82.66%+81.7pp |
| Employer contribution / active EE | $11,130 | $37,810-70.6% | $31,731-64.9% | $43,771-74.6% |
| Participant deferral / active EE | $11,130 | $456+2339.0% | $473+2251.5% | $103+10737.9% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |