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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 | $102,382-100.0% | $147,005-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 12.53% | 134.89%-122.4pp | 418.76%-406.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,963 | $3,715-47.2% | $4,934-60.2% | $2,756-28.8% |
| Participant deferral / active EE | $4,429 | $6,646-33.4% | $8,070-45.1% | $4,297+3.1% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |