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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 | $183,592-100.0% | $155,574-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 17.89% | 61.37%-43.5pp | 64.87%-47.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,908 | $5,317-64.1% | $4,676-59.2% | $4,663-59.1% |
| Participant deferral / active EE | $3,436 | $6,466-46.9% | $5,629-39.0% | $6,691-48.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |