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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 | $77,908-100.0% | $149,696-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 16.18% | 31.73%-15.5pp | 134.46%-118.3pp | 160.72%-144.5pp |
| Employer contribution / active EE | $668 | $3,138-78.7% | $4,821-86.2% | $2,671-75.0% |
| Participant deferral / active EE | $2,172 | $3,411-36.3% | $5,682-61.8% | $4,126-47.4% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |