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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 | $166,242-100.0% | $165,071-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 37.52% | 100.44%-62.9pp | 70.17%-32.6pp | 551.85%-514.3pp |
| Employer contribution / active EE | $1,497 | $5,283-71.7% | $4,347-65.6% | $4,662-67.9% |
| Participant deferral / active EE | $2,278 | $6,964-67.3% | $6,035-62.3% | $6,690-65.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |