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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 | $53,128-100.0% | $86,582-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 17.24% | 27.66%-10.4pp | 965.08%-947.8pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,529 | $2,068+22.3% | $2,839-10.9% | $2,343+8.0% |
| Participant deferral / active EE | $3,913 | $2,695+45.2% | $3,609+8.4% | $3,332+17.5% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |