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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 | $50,554-100.0% | $67,681-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 67.7%-67.7pp | 73.7%-73.7pp | 68.9%-68.9pp |
| Annual return | 19.24% | 17.81%+1.4pp | 590.58%-571.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,453 | $2,961+16.6% | $3,976-13.1% | $4,274-19.2% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |