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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 | $126,559 | $78,694+60.8% | $67,653+87.1% | $125,388+0.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1124.80% | 9.46%+1115.3pp | 6625.22%-5500.4pp | 282.24%+842.6pp |
| Employer contribution / active EE | $15,556 | $3,044+411.1% | $2,266+586.6% | $4,866+219.7% |
| Participant deferral / active EE | $40,473 | $4,292+843.0% | $3,560+1037.0% | $5,352+656.3% |
| Admin fee / account holder | $123 | $7,403-98.3% | $4,821-97.4% | $9,541-98.7% |