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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 | $156,927-100.0% | $121,169-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 16.27% | 1475.85%-1459.6pp | 986.71%-970.4pp | 373.45%-357.2pp |
| Employer contribution / active EE | $674 | $5,542-87.8% | $4,168-83.8% | $4,753-85.8% |
| Participant deferral / active EE | $4,732 | $4,848-2.4% | $4,083+15.9% | $6,711-29.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |