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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 | $226,105-100.0% | $182,540-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 25.10% | 192.58%-167.5pp | 148.58%-123.5pp | 345.43%-320.3pp |
| Employer contribution / active EE | $3,098 | $4,978-37.8% | $4,076-24.0% | $4,764-35.0% |
| Participant deferral / active EE | $14,418 | $6,370+126.4% | $5,525+160.9% | $5,851+146.4% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |