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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 | $209,336-100.0% | $197,124-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 13.37% | 48.09%-34.7pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $39,795 | $6,591+503.8% | $6,227+539.0% | $4,156+857.5% |
| Participant deferral / active EE | $10,333 | $9,614+7.5% | $9,135+13.1% | $6,407+61.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |