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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 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 11.97% | -0.19%+12.2pp | 1.29%+10.7pp | 12.28%-0.3pp |
| Employer contribution / active EE | $23,815 | $27,487-13.4% | $22,373+6.4% | $34,589-31.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |