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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 | $153,252-100.0% | $110,792-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 58.3%-58.3pp | 46.4%-46.4pp |
| Annual return | 3.99% | -1.86%+5.9pp | -0.33%+4.3pp | -82.67%+86.7pp |
| Employer contribution / active EE | $19,159 | $33,714-43.2% | $25,782-25.7% | $43,771-56.2% |
| Participant deferral / active EE | $0 | $892-100.0% | $928-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,194-100.0% | $1,824-100.0% | $11,204-100.0% |