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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 | $39,162-100.0% | $100,671-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 55.9%-55.9pp | 70.7%-70.7pp | 68.7%-68.7pp |
| Annual return | 1.13% | 21.07%-19.9pp | 20.43%-19.3pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $1,160 | $1,151+0.8% | $4,012-71.1% | $2,203-47.3% |
| Participant deferral / active EE | $1,113 | $1,992-44.1% | $3,144-64.6% | $3,192-65.1% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |