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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 | $103,000-100.0% | $90,300-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 11.86% | 95.19%-83.3pp | 78.11%-66.2pp | 345.39%-333.5pp |
| Employer contribution / active EE | $40,837 | $3,138+1201.2% | $2,854+1330.8% | $4,763+757.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |