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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 | $232,540-100.0% | $185,117-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 23.85% | 43.03%-19.2pp | 40.50%-16.6pp | 578.59%-554.7pp |
| Employer contribution / active EE | $1,309 | $5,195-74.8% | $4,182-68.7% | $4,876-73.1% |
| Participant deferral / active EE | $9,021 | $5,834+54.6% | $5,045+78.8% | $5,439+65.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |