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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 | $69,807-100.0% | $65,170-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 45.8%-45.8pp | 29.3%-29.3pp | 44.4%-44.4pp |
| Annual return | -6.85% | 10.17%-17.0pp | 7.07%-13.9pp | -14.65%+7.8pp |
| Employer contribution / active EE | $27,895 | $38,496-27.5% | $34,847-19.9% | $46,321-39.8% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,582-100.0% |