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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 | $78,248 | $203,209-61.5% | $159,474-50.9% | - |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.8%-82.8pp | - |
| Annual return | 31.73% | 10.23%+21.5pp | 263.68%-232.0pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,831-100.0% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,353-100.0% | - |
| Admin fee / account holder | $0 | $10,627-100.0% | $10,802-100.0% | - |