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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 | $160,059-100.0% | $140,019-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -5.86% | 911.44%-917.3pp | 651.15%-657.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $15,983 | $6,420+149.0% | $5,605+185.1% | $4,779+234.5% |
| Participant deferral / active EE | $12,244 | $7,641+60.2% | $6,927+76.8% | $5,609+118.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |