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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 | $116,203-100.0% | $93,621-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.8%-75.8pp | 82.5%-82.5pp |
| Annual return | 22.93% | 35.96%-13.0pp | 32.76%-9.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $13,154 | $3,219+308.6% | $2,719+383.8% | $4,764+176.1% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |