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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 | $48,337-100.0% | $67,560-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.7%-67.7pp |
| Annual return | 13.96% | 18.26%-4.3pp | 3533.50%-3519.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,598 | $2,023-21.0% | $2,737-41.6% | $2,757-42.0% |
| Participant deferral / active EE | $1,500 | $2,928-48.8% | $4,004-62.5% | $4,300-65.1% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |