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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 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 16.77% | 8.78%+8.0pp | 175.18%-158.4pp | 9.29%+7.5pp |
| Employer contribution / active EE | $12,000 | $11,816+1.6% | $38,590-68.9% | $15,168-20.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |