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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 | $169,356-100.0% | $129,406-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 12.00% | 14418.62%-14406.6pp | 9468.18%-9456.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,303 | $5,542-40.4% | $4,155-20.5% | $4,663-29.2% |
| Participant deferral / active EE | $5,792 | $4,987+16.1% | $4,167+39.0% | $6,689-13.4% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |