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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 | $226,345-100.0% | $192,069-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 13.2%-13.2pp | 48.7%-48.7pp |
| Annual return | -3.05% | -1.22%-1.8pp | -0.79%-2.3pp | -2.16%-0.9pp |
| Employer contribution / active EE | $23,052 | $33,950-32.1% | $28,419-18.9% | $42,949-46.3% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,324-100.0% | $12,572-100.0% |