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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 | $138,114-100.0% | $125,391-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -11.30% | 750.88%-762.2pp | 572.41%-583.7pp | 418.37%-429.7pp |
| Employer contribution / active EE | $1,811 | $5,246-65.5% | $4,816-62.4% | $4,742-61.8% |
| Participant deferral / active EE | $11,181 | $7,801+43.3% | $7,448+50.1% | $6,401+74.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |