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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 | $75,152 | $76,608-1.9% | $56,077+34.0% | $145,877-48.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.24% | 3009.59%-2995.3pp | 1709.28%-1695.0pp | 551.28%-537.0pp |
| Employer contribution / active EE | $8,929 | $1,382+546.3% | $1,040+758.3% | $4,663+91.5% |
| Participant deferral / active EE | $22,322 | $2,624+750.6% | $1,954+1042.4% | $6,691+233.6% |
| Admin fee / account holder | $4 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |