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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 | $148,250 | $150,446-1.5% | $136,297+8.8% | $147,585+0.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 80.07% | 1049.14%-969.1pp | 5156.19%-5076.1pp | 578.58%-498.5pp |
| Employer contribution / active EE | $14,522 | $5,256+176.3% | $4,696+209.3% | $4,876+197.8% |
| Participant deferral / active EE | $7,529 | $6,631+13.5% | $6,247+20.5% | $5,439+38.4% |
| Admin fee / account holder | $136 | $10,906-98.8% | $9,244-98.5% | $10,886-98.7% |