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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 | $53,063-100.0% | $124,206-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 58.4%-58.4pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 13.16% | 68.87%-55.7pp | 515.27%-502.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $483 | $1,530-68.4% | $3,540-86.4% | $2,552-81.1% |
| Participant deferral / active EE | $1,188 | $2,644-55.1% | $3,968-70.0% | $4,126-71.2% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |