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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 | $282,126-100.0% | $282,126-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 41.9%-41.9pp | 43.0%-43.0pp |
| Annual return | 12.02% | 1315.74%-1303.7pp | 1087.39%-1075.4pp | 259.17%-247.2pp |
| Employer contribution / active EE | $4,444 | $46,882-90.5% | $42,245-89.5% | $41,471-89.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $2,639-100.0% | $21,502-100.0% |