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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 | $52,562 | $150,447-65.1% | $136,298-61.4% | $147,586-64.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.88% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,696-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |