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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 | $29,015 | $76,519-62.1% | $56,025-48.2% | $145,897-80.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.50% | 3017.03%-3000.5pp | 1712.69%-1696.2pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,230 | $1,383+61.2% | $1,042+114.1% | $4,663-52.2% |
| Participant deferral / active EE | $7,374 | $2,624+181.0% | $1,955+277.3% | $6,689+10.2% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |