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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 | $40,063 | $150,447-73.4% | $136,298-70.6% | $147,586-72.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.63% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $21,414 | $5,256+307.4% | $4,696+356.0% | $4,876+339.1% |
| Participant deferral / active EE | $15,317 | $6,631+131.0% | $6,247+145.2% | $5,439+181.6% |
| Admin fee / account holder | $54 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |