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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 | $148,582-100.0% | $135,942-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 20.48% | 79.26%-58.8pp | 68.28%-47.8pp | 373.45%-353.0pp |
| Employer contribution / active EE | $5,000 | $5,245-4.7% | $4,858+2.9% | $4,753+5.2% |
| Participant deferral / active EE | $8,424 | $8,101+4.0% | $7,759+8.6% | $6,711+25.5% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |