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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 | $135,956-100.0% | $123,894-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 4.10% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,703 | $5,170-47.7% | $4,617-41.4% | $4,869-44.5% |
| Participant deferral / active EE | $5,016 | $6,343-20.9% | $5,984-16.2% | $5,287-5.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |