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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 | $147,825 | $99,647+48.3% | $86,439+71.0% | $134,509+9.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.79% | 6784.13%-6801.9pp | 4395.55%-4413.3pp | 418.13%-435.9pp |
| Employer contribution / active EE | $7,500 | $4,401+70.4% | $3,769+99.0% | $4,741+58.2% |
| Participant deferral / active EE | $13,500 | $7,246+86.3% | $6,952+94.2% | $6,400+110.9% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |