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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 | $157,829-100.0% | $136,867-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.2%-77.2pp | 74.5%-74.5pp | 82.4%-82.4pp |
| Annual return | 9.21% | 51.25%-42.0pp | 42.97%-33.8pp | 202.70%-193.5pp |
| Employer contribution / active EE | $13,442 | $3,923+242.7% | $3,547+279.0% | $5,055+165.9% |
| Participant deferral / active EE | $9,708 | $5,463+77.7% | $4,924+97.2% | $6,977+39.2% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |