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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 | $152,597-100.0% | $117,533-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -18.02% | 53.04%-71.1pp | 29.77%-47.8pp | 418.27%-436.3pp |
| Employer contribution / active EE | $414 | $5,576-92.6% | $4,179-90.1% | $4,741-91.3% |
| Participant deferral / active EE | $4,426 | $4,821-8.2% | $4,072+8.7% | $6,401-30.8% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |