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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 | $113,338-100.0% | $94,993-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | 21.17% | 20.80%+0.4pp | 27.14%-6.0pp | 578.59%-557.4pp |
| Employer contribution / active EE | $16,364 | $3,160+417.8% | $2,603+528.5% | $4,876+235.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |