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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 | $69,230-100.0% | $64,085-100.0% | $139,427-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 19.69% | 45.89%-26.2pp | 33.69%-14.0pp | 373.27%-353.6pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,897 | $4,681+4.6% | $3,881+26.2% | $6,711-27.0% |
| Admin fee / account holder | $0 | $4,246-100.0% | $3,069-100.0% | $11,404-100.0% |