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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 | $211,288-100.0% | $178,540-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 15.96% | 30.27%-14.3pp | 27.15%-11.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $5,340 | $4,574+16.7% | $3,953+35.1% | $4,662+14.5% |
| Participant deferral / active EE | $1,691 | $6,967-75.7% | $6,281-73.1% | $6,690-74.7% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |