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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 | $116,901 | $146,867-20.4% | $117,039-0.1% | - |
| Participation rate | 0.0% | 71.8%-71.8pp | 77.2%-77.2pp | - |
| Annual return | 9.28% | 5.28%+4.0pp | 18.95%-9.7pp | - |
| Employer contribution / active EE | $0 | $1,814-100.0% | $3,785-100.0% | - |
| Participant deferral / active EE | $0 | $3,165-100.0% | $3,929-100.0% | - |
| Admin fee / account holder | $0 | $9,846-100.0% | $5,974-100.0% | - |