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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 | $166,629 | $76,522+117.8% | $56,033+197.4% | $145,884+14.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.84% | 3014.28%-3008.4pp | 1711.38%-1705.5pp | 551.85%-546.0pp |
| Employer contribution / active EE | $7,098 | $1,382+413.5% | $1,041+581.9% | $4,662+52.2% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |