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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 | $72,465-100.0% | $67,575-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 13.95% | 7222.56%-7208.6pp | 3528.98%-3515.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,186 | $3,074-61.4% | $2,736-56.7% | $4,662-74.6% |
| Participant deferral / active EE | $1,185 | $4,786-75.2% | $4,003-70.4% | $6,690-82.3% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |