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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 | $72,071-100.0% | $68,368-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 20.64% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $9,372 | $2,788+236.2% | $2,649+253.8% | $4,156+125.5% |
| Participant deferral / active EE | $14,042 | $4,410+218.4% | $4,123+240.6% | $6,407+119.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |