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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 | $93,098-100.0% | $77,081-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -1.82% | 62.63%-64.5pp | 42.33%-44.1pp | 418.13%-420.0pp |
| Employer contribution / active EE | $28,533 | $3,419+734.5% | $2,813+914.2% | $4,741+501.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |