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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 | $42,910-100.0% | $60,919-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -10.74% | -13.99%+3.3pp | 16.96%-27.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $1,209 | $1,978-38.9% | $2,704-55.3% | $2,597-53.5% |
| Participant deferral / active EE | $3,428 | $2,866+19.6% | $3,814-10.1% | $4,028-14.9% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |