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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 | $49,239-100.0% | $70,462-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 13.73% | 30.08%-16.4pp | 109.08%-95.3pp | 31.72%-18.0pp |
| Employer contribution / active EE | $933 | $2,100-55.6% | $2,737-65.9% | $2,471-62.2% |
| Participant deferral / active EE | $2,554 | $2,769-7.8% | $3,710-31.2% | $3,740-31.7% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |