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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 | $0 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | - |
| Annual return | 2.78% | 50.05%-47.3pp | 9.15%-6.4pp | - |
| Employer contribution / active EE | $0 | $17,218-100.0% | $26,409-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $266-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |