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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 | $142,426-100.0% | $115,167-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 17.39% | 41.48%-24.1pp | 35.60%-18.2pp | 345.46%-328.1pp |
| Employer contribution / active EE | $6,000 | $4,011+49.6% | $3,179+88.7% | $4,764+25.9% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |