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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 | $115,903-100.0% | $100,528-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 29.05% | 34.80%-5.8pp | 30.90%-1.8pp | 302.95%-273.9pp |
| Employer contribution / active EE | $884 | $4,105-78.5% | $3,419-74.1% | $4,762-81.4% |
| Participant deferral / active EE | $5,300 | $6,677-20.6% | $6,271-15.5% | $5,983-11.4% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |