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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 | $114,013-100.0% | $103,693-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 20.64% | 49.31%-28.7pp | 47.61%-27.0pp | 148.84%-128.2pp |
| Employer contribution / active EE | $9,372 | $3,131+199.3% | $2,920+220.9% | $4,248+120.6% |
| Participant deferral / active EE | $14,042 | $4,970+182.5% | $4,579+206.6% | $6,531+115.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |