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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 | $141,595 | $76,634+84.8% | $56,054+152.6% | $145,978-3.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.36% | 3004.33%-2998.0pp | 1705.95%-1699.6pp | 550.52%-544.2pp |
| Employer contribution / active EE | $2,000 | $1,380+44.9% | $1,039+92.5% | $4,662-57.1% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8 | $3,321-99.8% | $2,822-99.7% | $13,400-99.9% |