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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 | $27,578 | $96,508-71.4% | $75,901-63.7% | $152,897-82.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.3%-69.3pp | 82.5%-82.5pp |
| Annual return | 29.45% | 33.99%-4.5pp | 30.76%-1.3pp | 345.43%-316.0pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $257 | $8,081-96.8% | $5,420-95.3% | $11,599-97.8% |