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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 | $176,402-100.0% | $134,162-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 18.17% | 63.66%-45.5pp | 36.35%-18.2pp | 302.95%-284.8pp |
| Employer contribution / active EE | $551 | $5,042-89.1% | $3,705-85.1% | $4,762-88.4% |
| Participant deferral / active EE | $2,822 | $4,093-31.1% | $3,500-19.4% | $5,983-52.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |