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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 | $221,583-100.0% | $221,583-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 4.3%-4.3pp | 46.4%-46.4pp |
| Annual return | 7.38% | -10.69%+18.1pp | -6.55%+13.9pp | -82.66%+90.0pp |
| Employer contribution / active EE | $0 | $29,383-100.0% | $21,653-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $160-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,920-100.0% | $1,920-100.0% | $11,204-100.0% |