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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 | $45,087-100.0% | $69,483-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 12.78% | 22.67%-9.9pp | 28.99%-16.2pp | 81.02%-68.2pp |
| Employer contribution / active EE | $1,087 | $2,055-47.1% | $2,780-60.9% | $2,440-55.4% |
| Participant deferral / active EE | $2,900 | $2,603+11.4% | $3,537-18.0% | $3,608-19.6% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |