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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 | $33,520-100.0% | $290,873-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 27.8%-27.8pp | 2.1%-2.1pp |
| Annual return | 11.59% | 7.65%+3.9pp | 7.19%+4.4pp | 7.65%+3.9pp |
| Employer contribution / active EE | $7,207 | $20,582-65.0% | $35,958-80.0% | $20,582-65.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $162-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,724-100.0% | $193-100.0% |