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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 | $62,672-100.0% | $185,117-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 63.8%-63.8pp | 77.3%-77.3pp | 69.5%-69.5pp |
| Annual return | 58.52% | 40.79%+17.7pp | 40.50%+18.0pp | 73.15%-14.6pp |
| Employer contribution / active EE | $4,371 | $1,753+149.3% | $4,182+4.5% | $2,343+86.6% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |