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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 | $150,681 | $108,882+38.4% | $96,754+55.7% | $154,746-2.6% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 9.06% | 98.39%-89.3pp | 82.04%-73.0pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |