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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 | $167,533-100.0% | $151,645-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -7.38% | 7.81%-15.2pp | 3.34%-10.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $6,330 | $6,828-7.3% | $6,165+2.7% | $4,742+33.5% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |