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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 | $49,280-100.0% | $67,313-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 69.1%-69.1pp | 69.6%-69.6pp |
| Annual return | 3.86% | -1.39%+5.3pp | -4.08%+7.9pp | 7.63%-3.8pp |
| Employer contribution / active EE | $4,571 | $1,668+174.0% | $2,566+78.2% | $2,381+92.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,887-100.0% |