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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 | $158,827-100.0% | $121,208-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.8%-71.8pp | 82.6%-82.6pp |
| Annual return | 14.46% | -0.64%+15.1pp | 16.93%-2.5pp | 519.77%-505.3pp |
| Employer contribution / active EE | $203 | $5,666-96.4% | $4,023-95.0% | $4,779-95.8% |
| Participant deferral / active EE | $1,418 | $4,006-64.6% | $3,345-57.6% | $5,609-74.7% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |