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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 | $156,927-100.0% | $121,169-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 14.34% | 1475.85%-1461.5pp | 986.71%-972.4pp | 373.45%-359.1pp |
| Employer contribution / active EE | $3,826 | $5,542-31.0% | $4,168-8.2% | $4,753-19.5% |
| Participant deferral / active EE | $5,385 | $4,848+11.1% | $4,083+31.9% | $6,711-19.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |