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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 | $73,421-100.0% | $66,439-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 79.7%-79.7pp | 74.5%-74.5pp | 80.8%-80.8pp |
| Annual return | 9.59% | 1382.37%-1372.8pp | 757.66%-748.1pp | 148.84%-139.2pp |
| Employer contribution / active EE | $1,315 | $3,039-56.7% | $2,637-50.1% | $4,248-69.0% |
| Participant deferral / active EE | $1,294 | $4,680-72.3% | $3,876-66.6% | $6,531-80.2% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |