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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 | $149,040-100.0% | $120,225-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 10.80% | 605.68%-594.9pp | 439.23%-428.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,331 | $4,350-69.4% | $3,475-61.7% | $4,156-68.0% |
| Participant deferral / active EE | $3,582 | $4,655-23.0% | $3,999-10.4% | $6,407-44.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |