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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 | $137,256-100.0% | - | $137,256-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | - | 80.0%-80.0pp |
| Annual return | 15.36% | 220.34%-205.0pp | 15.36%0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $8,996 | $4,156+116.5% | $8,9960% | $4,156+116.5% |
| Participant deferral / active EE | $0 | $6,407-100.0% | - | $6,407-100.0% |
| Admin fee / account holder | $0 | $12,270-100.0% | - | $12,270-100.0% |