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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 | $222,458-100.0% | - | $222,458-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 0.0%0pp | 48.7%-48.7pp |
| Annual return | -2.22% | -1.75%-0.5pp | -1.50%-0.7pp | -2.16%-0.1pp |
| Employer contribution / active EE | $9,345 | $22,106-57.7% | $18,142-48.5% | $42,949-78.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $12,572-100.0% | - | $12,572-100.0% |