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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 | $58,234-100.0% | $81,783-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 15.90% | 41.70%-25.8pp | 775.05%-759.2pp | 35.62%-19.7pp |
| Employer contribution / active EE | $2,879 | $2,341+22.9% | $2,913-1.2% | $2,756+4.5% |
| Participant deferral / active EE | $5,400 | $3,283+64.5% | $4,320+25.0% | $4,297+25.7% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |