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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 | $72,446-100.0% | $67,561-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 14.53% | 7211.98%-7197.5pp | 3525.44%-3510.9pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,423 | $3,072-53.7% | $2,735-48.0% | $4,663-69.5% |
| Participant deferral / active EE | $11,282 | $4,785+135.8% | $4,003+181.8% | $6,691+68.6% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |