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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 | $415,031-100.0% | $139,743-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | - |
| Annual return | 7.07% | 15.23%-8.2pp | 4.96%+2.1pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $29,749-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $3,369-100.0% | - |