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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 | $152,597-100.0% | $117,533-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -10.43% | 53.04%-63.5pp | 29.77%-40.2pp | 418.27%-428.7pp |
| Employer contribution / active EE | $3,358 | $5,576-39.8% | $4,179-19.7% | $4,741-29.2% |
| Participant deferral / active EE | $6,035 | $4,821+25.2% | $4,072+48.2% | $6,401-5.7% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |