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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 | $58,311-100.0% | $81,882-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 15.90% | 41.85%-25.9pp | 779.47%-763.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,879 | $2,347+22.7% | $2,916-1.3% | $2,757+4.4% |
| Participant deferral / active EE | $5,400 | $3,287+64.3% | $4,323+24.9% | $4,300+25.6% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |