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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 | $166,131-100.0% | $164,975-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 17.71% | 100.37%-82.7pp | 70.12%-52.4pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,181 | $5,276-58.7% | $4,343-49.8% | $4,663-53.2% |
| Participant deferral / active EE | $18,706 | $6,962+168.7% | $6,033+210.0% | $6,691+179.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |