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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 | $92,766-100.0% | $82,763-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -13.55% | 946.97%-960.5pp | 702.45%-716.0pp | 418.37%-431.9pp |
| Employer contribution / active EE | $2,633 | $3,273-19.6% | $3,008-12.5% | $4,742-44.5% |
| Participant deferral / active EE | $5,384 | $4,802+12.1% | $4,395+22.5% | $6,401-15.9% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |