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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 | $157,463 | $45,833+243.6% | $63,018+149.9% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.8%-74.8pp | - |
| Annual return | 31.84% | 9.16%+22.7pp | 87.63%-55.8pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,761-100.0% | - |
| Participant deferral / active EE | $0 | $1,887-100.0% | $3,330-100.0% | - |
| Admin fee / account holder | $0 | $3,306-100.0% | $3,601-100.0% | - |