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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 | $38,055-100.0% | $85,240-100.0% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 67.5%-67.5pp | - |
| Annual return | 12.84% | 16.40%-3.6pp | 66.75%-53.9pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $2,735-100.0% | - |
| Participant deferral / active EE | $0 | $2,088-100.0% | $4,527-100.0% | - |
| Admin fee / account holder | $0 | $2,166-100.0% | $6,165-100.0% | - |