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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 | $82,630-100.0% | $64,105-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 68.2%-68.2pp | 83.2%-83.2pp |
| Annual return | 1.02% | 1489.72%-1488.7pp | 791.24%-790.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $6,010 | $2,671+125.0% | $1,820+230.2% | $4,866+23.5% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |