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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 | $396,305-100.0% | $396,305-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 19.0%-19.0pp | 13.3%-13.3pp | 31.0%-31.0pp |
| Annual return | 18.14% | 96.71%-78.6pp | 78.99%-60.9pp | 14.18%+4.0pp |
| Employer contribution / active EE | $38,750 | $35,411+9.4% | $29,717+30.4% | $33,339+16.2% |
| Participant deferral / active EE | $0 | $246-100.0% | $224-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $3,725-100.0% | $17,688-100.0% |