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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 | $211,224-100.0% | $178,505-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 16.33% | 30.28%-14.0pp | 27.16%-10.8pp | 552.29%-536.0pp |
| Employer contribution / active EE | $13,449 | $4,577+193.9% | $3,955+240.0% | $4,663+188.4% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |