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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 | $26,762 | $93,064-71.2% | $74,577-64.1% | $273,972-90.2% |
| Participation rate | 0.0% | 74.9%-74.9pp | 68.1%-68.1pp | 83.0%-83.0pp |
| Annual return | 4.45% | 26.18%-21.7pp | 20.47%-16.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $261 | $5,273-95.1% | $4,138-93.7% | $10,133-97.4% |