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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 | $211,139 | $77,443+172.6% | $69,480+203.9% | $152,914+38.1% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 33.12% | 39.09%-6.0pp | 28.99%+4.1pp | 345.48%-312.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,601-100.0% |