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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 | $39,126 | $151,427-74.2% | $112,860-65.3% | $154,746-74.7% |
| Participation rate | 0.0% | 69.1%-69.1pp | 66.3%-66.3pp | 80.7%-80.7pp |
| Annual return | 16.95% | 30.95%-14.0pp | 35.26%-18.3pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,369-100.0% | $6,841-100.0% | $14,365-100.0% |