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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 | $128,930 | $126,090+2.3% | $105,736+21.9% | - |
| Participation rate | 0.0% | 58.5%-58.5pp | 76.3%-76.3pp | - |
| Annual return | 10.29% | -8.71%+19.0pp | 6.27%+4.0pp | - |
| Employer contribution / active EE | $0 | $1,076-100.0% | $3,268-100.0% | - |
| Participant deferral / active EE | $0 | $1,830-100.0% | $4,080-100.0% | - |
| Admin fee / account holder | $0 | $13,423-100.0% | $6,913-100.0% | - |