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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 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 3.12% | 0.08%+3.0pp | 1.41%+1.7pp | 13.02%-9.9pp |
| Employer contribution / active EE | $15,000 | $38,428-61.0% | $29,418-49.0% | $34,257-56.2% |
| Participant deferral / active EE | $0 | $66-100.0% | $284-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |