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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 | $790,546-100.0% | $189,575-100.0% | - |
| Participation rate | 0.0% | 72.6%-72.6pp | 78.4%-78.4pp | - |
| Annual return | 30.69% | 9.34%+21.4pp | 64.19%-33.5pp | - |
| Employer contribution / active EE | $0 | $1,543-100.0% | $4,412-100.0% | - |
| Participant deferral / active EE | $0 | $3,970-100.0% | $6,174-100.0% | - |
| Admin fee / account holder | $0 | $40,931-100.0% | $9,806-100.0% | - |