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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 | $33,850 | $104,607-67.6% | $96,544-64.9% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 76.0%-76.0pp | - |
| Annual return | 16.89% | 9.56%+7.3pp | 25.88%-9.0pp | - |
| Employer contribution / active EE | $0 | $2,147-100.0% | $2,966-100.0% | - |
| Participant deferral / active EE | $0 | $4,312-100.0% | $4,851-100.0% | - |
| Admin fee / account holder | $0 | $45,340-100.0% | $8,254-100.0% | - |