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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 | $205,797-100.0% | $279,946-100.0% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 79.3%-79.3pp | - |
| Annual return | -2.02% | 2.27%-4.3pp | 5.50%-7.5pp | - |
| Employer contribution / active EE | $0 | $1,757-100.0% | $4,807-100.0% | - |
| Participant deferral / active EE | $0 | $2,673-100.0% | $6,085-100.0% | - |
| Admin fee / account holder | $0 | $19,065-100.0% | $13,889-100.0% | - |