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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 | $83,908-100.0% | $68,509-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 74.7%-74.7pp | 83.2%-83.2pp |
| Annual return | 2.48% | 14.48%-12.0pp | 8.27%-5.8pp | 282.24%-279.8pp |
| Employer contribution / active EE | $535 | $3,031-82.3% | $2,278-76.5% | $4,866-89.0% |
| Participant deferral / active EE | $1,717 | $4,125-58.4% | $3,382-49.2% | $5,352-67.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |