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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 | $209,658 | $100,938+107.7% | $90,461+131.8% | $158,982+31.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 125.56% | 1727.20%-1601.6pp | 1294.76%-1169.2pp | 302.99%-177.4pp |
| Employer contribution / active EE | $12,000 | $3,691+225.1% | $3,264+267.7% | $4,763+152.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |