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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 | $732,694-100.0% | $732,694-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 7.1%-7.1pp | 44.4%-44.4pp |
| Annual return | -10.70% | -15.17%+4.5pp | -15.18%+4.5pp | -14.65%+4.0pp |
| Employer contribution / active EE | $300,000 | $70,785+323.8% | $53,321+462.6% | $46,321+547.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |