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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 | $152,592-100.0% | $125,180-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 17.08% | 54.84%-37.8pp | 43.79%-26.7pp | 345.39%-328.3pp |
| Employer contribution / active EE | $5,327 | $4,947+7.7% | $3,866+37.8% | $4,763+11.8% |
| Participant deferral / active EE | $3,417 | $5,868-41.8% | $4,937-30.8% | $5,851-41.6% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |