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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 | $157,304-100.0% | $141,197-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 19.48% | 64.34%-44.9pp | 71.41%-51.9pp | 345.46%-326.0pp |
| Employer contribution / active EE | $8,210 | $5,263+56.0% | $4,736+73.3% | $4,764+72.3% |
| Participant deferral / active EE | $6,000 | $7,111-15.6% | $6,710-10.6% | $5,851+2.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |