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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 | $88,778-100.0% | $81,844-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 13.60% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $21,390 | $3,087+592.9% | $2,916+633.4% | $4,662+358.8% |
| Participant deferral / active EE | $8,913 | $4,648+91.7% | $4,323+106.1% | $6,690+33.2% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |