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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 | $103,392-100.0% | $87,104-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | 23.27% | 28.10%-4.8pp | 28.19%-4.9pp | 345.43%-322.2pp |
| Employer contribution / active EE | $8,436 | $3,221+161.9% | $2,521+234.6% | $4,764+77.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |