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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 | $183,978-100.0% | $162,171-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 22.33% | 150.78%-128.5pp | 115.60%-93.3pp | 345.39%-323.1pp |
| Employer contribution / active EE | $3,687 | $6,370-42.1% | $5,613-34.3% | $4,763-22.6% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |