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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 | $61,830 | $817,678-92.4% | $392,568-84.2% | $152,885-59.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.1%-78.1pp | 82.5%-82.5pp |
| Annual return | 29.42% | 22.84%+6.6pp | 24.42%+5.0pp | 345.39%-316.0pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,598-100.0% |