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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 | $272,150-100.0% | $271,250-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | 178.33% | 8.23%+170.1pp | 8.14%+170.2pp | 5.38%+173.0pp |
| Employer contribution / active EE | $40,000 | $26,442+51.3% | $26,869+48.9% | $22,268+79.6% |
| Participant deferral / active EE | $0 | $5,265-100.0% | $5,265-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $3,336-100.0% | $3,336-100.0% | $9,035-100.0% |