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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 | $274,636-100.0% | $247,190-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 3.10% | 7.44%-4.3pp | 7.87%-4.8pp | 259.14%-256.0pp |
| Employer contribution / active EE | $10,920 | $36,975-70.5% | $31,784-65.6% | $41,471-73.7% |
| Participant deferral / active EE | $10,920 | $171+6286.5% | $241+4436.5% | $153+7033.9% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,546-100.0% |