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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 | $83,857-100.0% | - | $147,586-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | - | 82.8%-82.8pp |
| Annual return | 0.00% | 26.67%-26.7pp | - | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,062-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,009-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,093-100.0% | - | $10,886-100.0% |