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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 | $97,020-100.0% | $83,322-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -2.15% | 12.31%-14.5pp | 10.64%-12.8pp | 519.79%-521.9pp |
| Employer contribution / active EE | $878 | $4,144-78.8% | $3,379-74.0% | $4,779-81.6% |
| Participant deferral / active EE | $4,946 | $5,964-17.1% | $5,565-11.1% | $5,609-11.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |