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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 | $374,446-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | - |
| Annual return | 12.78% | -0.92%+13.7pp | 17.62%-4.8pp | - |
| Employer contribution / active EE | $0 | $0 | $19,041-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $5,000-100.0% | - |
| Admin fee / account holder | $0 | $0 | $2,596-100.0% | - |