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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 | $52,519-100.0% | $155,789-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 61.7%-61.7pp | 76.1%-76.1pp | 68.7%-68.7pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $4,457 | $1,589+180.4% | $3,839+16.1% | $2,203+102.3% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |