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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 | $65,434-100.0% | $98,483-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 15.59% | 21.75%-6.2pp | 1494.38%-1478.8pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,152 | $2,169-0.8% | $2,961-27.3% | $2,565-16.1% |
| Participant deferral / active EE | $3,468 | $3,168+9.5% | $4,276-18.9% | $3,952-12.3% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |