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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 | $60,349-100.0% | $74,184-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 72.7%-72.7pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 9.62% | 21.38%-11.8pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $375 | $1,680-77.7% | $2,370-84.2% | $2,281-83.6% |
| Participant deferral / active EE | $2,989 | $2,856+4.6% | $3,550-15.8% | $3,203-6.7% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |