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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 | $19,591 | $76,785-74.5% | $56,441-65.3% | $145,959-86.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 21.12% | 3000.51%-2979.4pp | 1704.21%-1683.1pp | 561.95%-540.8pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $63 | $3,334-98.1% | $2,829-97.8% | $13,398-99.5% |