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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 | $73,839-100.0% | $143,788-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -18.13% | 1.01%-19.1pp | -0.03%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $707 | $3,184-77.8% | $4,952-85.7% | $2,596-72.8% |
| Participant deferral / active EE | $2,313 | $3,384-31.7% | $5,638-59.0% | $4,028-42.6% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |