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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 | $42,332-100.0% | $80,607-100.0% | - |
| Participation rate | 0.0% | 51.1%-51.1pp | 67.0%-67.0pp | - |
| Annual return | 13.61% | 49.99%-36.4pp | 936.11%-922.5pp | - |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,724-100.0% | - |
| Participant deferral / active EE | $0 | $3,616-100.0% | $4,448-100.0% | - |
| Admin fee / account holder | $0 | $1,582-100.0% | $5,379-100.0% | - |