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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 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | 33.48% | -1.67%+35.2pp | -1.08%+34.6pp | -2.16%+35.6pp |
| Employer contribution / active EE | $74,176 | $44,358+67.2% | $35,779+107.3% | $42,949+72.7% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |