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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 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 9.48% | 9.54%-0.1pp | 10.60%-1.1pp | 9.89%-0.4pp |
| Employer contribution / active EE | $0 | $20,687-100.0% | $43,831-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |