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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 | $100,938-100.0% | $90,461-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 12.68% | 1727.20%-1714.5pp | 1294.76%-1282.1pp | 302.99%-290.3pp |
| Employer contribution / active EE | $2,369 | $3,691-35.8% | $3,264-27.4% | $4,763-50.3% |
| Participant deferral / active EE | $3,305 | $4,350-24.0% | $3,964-16.6% | $5,983-44.8% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |