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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 | $180,735 | $150,447+20.1% | $136,298+32.6% | $147,586+22.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.97% | 1049.15%-1026.2pp | 5156.27%-5133.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $3,992 | $5,256-24.1% | $4,696-15.0% | $4,876-18.1% |
| Participant deferral / active EE | $13,489 | $6,631+103.4% | $6,247+115.9% | $5,439+148.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |