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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 | $49,249-100.0% | $70,476-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 13.88% | 30.09%-16.2pp | 109.12%-95.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,267 | $2,100-39.7% | $2,738-53.7% | $2,471-48.7% |
| Participant deferral / active EE | $4,176 | $2,769+50.8% | $3,710+12.6% | $3,740+11.6% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |