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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 | $479,618-100.0% | $170,148-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 89.3%-89.3pp | 83.3%-83.3pp | 89.3%-89.3pp |
| Annual return | 2.05% | 101.32%-99.3pp | -15.63%+17.7pp | 101.32%-99.3pp |
| Employer contribution / active EE | $71,429 | $22,484+217.7% | $39,330+81.6% | $22,484+217.7% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $5,444-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $21,191-100.0% | $12,520-100.0% |