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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 | $43,338-100.0% | $59,887-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | -4.70% | -1.55%-3.1pp | 3.46%-8.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,773 | $2,030-12.7% | $2,722-34.9% | $2,381-25.5% |
| Participant deferral / active EE | $2,777 | $2,547+9.0% | $3,402-18.4% | $3,470-20.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |