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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 | $175,036-100.0% | $86,233-100.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 69.0%-69.0pp | - |
| Annual return | 22.46% | 15.04%+7.4pp | 61.39%-38.9pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,504-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $4,559-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $8,342-100.0% | - |