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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 | $167,522-100.0% | $151,639-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -16.95% | 7.81%-24.8pp | 3.34%-20.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $28,447 | $6,828+316.6% | $6,165+361.4% | $4,741+500.0% |
| Participant deferral / active EE | $9,000 | $8,986+0.2% | $8,363+7.6% | $6,401+40.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |