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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 | $36,790-100.0% | $85,187-100.0% | - |
| Participation rate | 0.0% | 47.2%-47.2pp | 67.5%-67.5pp | - |
| Annual return | 12.41% | 16.48%-4.1pp | 66.67%-54.3pp | - |
| Employer contribution / active EE | $0 | $1,404-100.0% | $2,732-100.0% | - |
| Participant deferral / active EE | $0 | $2,003-100.0% | $4,525-100.0% | - |
| Admin fee / account holder | $0 | $2,089-100.0% | $6,162-100.0% | - |