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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 | $115,225-100.0% | $100,712-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 26.90% | 40.35%-13.5pp | 33.27%-6.4pp | 145.39%-118.5pp |
| Employer contribution / active EE | $1,372 | $2,771-50.5% | $2,313-40.7% | $4,194-67.3% |
| Participant deferral / active EE | $11,100 | $4,699+136.2% | $4,085+171.7% | $6,396+73.5% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |