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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 | $102,595-100.0% | $94,057-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 19.41% | 583.42%-564.0pp | 480.62%-461.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $9,217 | $3,147+192.9% | $2,933+214.2% | $4,379+110.5% |
| Participant deferral / active EE | $27,250 | $5,118+432.4% | $4,709+478.6% | $6,730+304.9% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |