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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 | $151,373-100.0% | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | - |
| Annual return | 2.94% | 93.58%-90.6pp | 20.18%-17.2pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $29,108-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,262-100.0% | - |