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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 | $220,786 | $150,442+46.8% | $136,295+62.0% | $147,585+49.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.58% | 1049.09%-1032.5pp | 5155.97%-5139.4pp | 578.56%-562.0pp |
| Employer contribution / active EE | $14,156 | $5,256+169.3% | $4,695+201.5% | $4,876+190.3% |
| Participant deferral / active EE | $14,100 | $6,630+112.7% | $6,247+125.7% | $5,439+159.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |