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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 | $76,368-100.0% | $67,681-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 9.59% | 1066.77%-1057.2pp | 590.58%-581.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,315 | $3,151-58.3% | $2,678-50.9% | $4,379-70.0% |
| Participant deferral / active EE | $1,294 | $4,824-73.2% | $3,976-67.5% | $6,730-80.8% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |