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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 | $55,457-100.0% | $77,361-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 69.8%-69.8pp | 75.0%-75.0pp | 70.8%-70.8pp |
| Annual return | 19.24% | 15.57%+3.7pp | 1011.54%-992.3pp | 17.84%+1.4pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,453 | $3,069+12.5% | $3,911-11.7% | $4,249-18.7% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |