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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 | $157,296-100.0% | $141,191-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 15.88% | 64.34%-48.5pp | 71.41%-55.5pp | 345.43%-329.6pp |
| Employer contribution / active EE | $5,676 | $5,262+7.9% | $4,736+19.9% | $4,764+19.2% |
| Participant deferral / active EE | $16,018 | $7,111+125.3% | $6,710+138.7% | $5,851+173.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |