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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 | $52,729-100.0% | $176,816-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 39.2%-39.2pp | 12.6%-12.6pp |
| Annual return | 0.84% | 2.14%-1.3pp | 2.89%-2.1pp | 4.56%-3.7pp |
| Employer contribution / active EE | $10,938 | $14,663-25.4% | $39,831-72.5% | $15,526-29.6% |
| Participant deferral / active EE | $0 | $31-100.0% | $99-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $478-100.0% | $1,711-100.0% |