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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 | $194,944 | $99,011+96.9% | $86,582+125.2% | $147,586+32.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.25% | 1312.75%-1294.5pp | 965.08%-946.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $18,693 | $3,132+496.8% | $2,839+558.3% | $4,876+283.3% |
| Participant deferral / active EE | $11,217 | $3,972+182.4% | $3,609+210.8% | $5,439+106.2% |
| Admin fee / account holder | -$5 | $5,709-100.1% | $4,904-100.1% | $10,886-100.0% |