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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 | $223,823-100.0% | $211,142-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 13.37% | 50.39%-37.0pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $39,795 | $6,787+486.4% | $6,442+517.7% | $4,379+808.8% |
| Participant deferral / active EE | $10,333 | $9,750+6.0% | $9,284+11.3% | $6,730+53.5% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |