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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 | $218,695 | $104,577+109.1% | $76,667+185.3% | $152,909+43.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 20.66% | 1014.36%-993.7pp | 1166.74%-1146.1pp | 345.46%-324.8pp |
| Employer contribution / active EE | $8,000 | $3,119+156.5% | $2,303+247.4% | $4,764+67.9% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |