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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 | $23,925 | $51,355-53.4% | $90,970-73.7% | - |
| Participation rate | 0.0% | 56.3%-56.3pp | 69.0%-69.0pp | - |
| Annual return | 60.12% | 22.61%+37.5pp | 134.60%-74.5pp | - |
| Employer contribution / active EE | $0 | $901-100.0% | $2,122-100.0% | - |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,373-100.0% | - |
| Admin fee / account holder | $103 | $7,937-98.7% | $5,961-98.3% | - |