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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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | - | 27.7%-27.7pp |
| Annual return | 16.62% | -2.19%+18.8pp | -1.02%+17.6pp | 15.59%+1.0pp |
| Employer contribution / active EE | $216,500 | $32,206+572.2% | $29,020+646.0% | $33,256+551.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |