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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 | $181,004-100.0% | $185,441-100.0% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 80.3%-80.3pp | - |
| Annual return | 10.99% | 7.93%+3.1pp | 20.16%-9.2pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $4,672-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $6,152-100.0% | - |
| Admin fee / account holder | $0 | $33,727-100.0% | $17,890-100.0% | - |