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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 | $162,529-100.0% | $130,788-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 10.80% | 510.48%-499.7pp | 386.44%-375.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,331 | $4,447-70.1% | $3,558-62.6% | $4,379-69.6% |
| Participant deferral / active EE | $3,582 | $4,808-25.5% | $4,137-13.4% | $6,730-46.8% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |