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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 | $69,274-100.0% | $64,097-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 22.58% | 46.00%-23.4pp | 33.75%-11.2pp | 373.84%-351.3pp |
| Employer contribution / active EE | $5,184 | $3,187+62.7% | $2,750+88.5% | $4,755+9.0% |
| Participant deferral / active EE | $1,752 | $4,685-62.6% | $3,881-54.9% | $6,713-73.9% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |