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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 | $97,729-100.0% | $83,830-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,137 | $4,222-49.4% | $3,631-41.1% | $4,779-55.3% |
| Participant deferral / active EE | $15,375 | $4,683+228.3% | $4,082+276.7% | $5,609+174.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |