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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 | $157,995-100.0% | $157,995-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 44.8%-44.8pp | 41.3%-41.3pp | 46.4%-46.4pp |
| Annual return | -6.90% | -3.98%-2.9pp | 83.75%-90.6pp | -82.67%+75.8pp |
| Employer contribution / active EE | $115,935 | $46,471+149.5% | $41,592+178.7% | $43,771+164.9% |
| Participant deferral / active EE | $0 | $74-100.0% | $77-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $678-100.0% | $678-100.0% | $11,204-100.0% |