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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 | $162,529-100.0% | $130,788-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 13.56% | 510.48%-496.9pp | 386.44%-372.9pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,643 | $4,447-18.1% | $3,558+2.4% | $4,379-16.8% |
| Participant deferral / active EE | $6,526 | $4,808+35.7% | $4,137+57.7% | $6,730-3.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |