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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 | $244,473 | $150,447+62.5% | $136,298+79.4% | $147,586+65.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.37% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $11,889 | $5,256+126.2% | $4,696+153.2% | $4,876+143.8% |
| Participant deferral / active EE | $10,000 | $6,631+50.8% | $6,247+60.1% | $5,439+83.9% |
| Admin fee / account holder | $274 | $10,906-97.5% | $9,244-97.0% | $10,886-97.5% |