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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 | $142,564 | $150,447-5.2% | $136,298+4.6% | $147,586-3.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 59.03% | 1049.15%-990.1pp | 5156.27%-5097.2pp | 578.59%-519.6pp |
| Employer contribution / active EE | $19,321 | $5,256+267.6% | $4,696+311.5% | $4,876+296.2% |
| Participant deferral / active EE | $15,016 | $6,631+126.5% | $6,247+140.4% | $5,439+176.1% |
| Admin fee / account holder | $75 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |