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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 | $72,281 | $150,447-52.0% | $136,298-47.0% | $147,586-51.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 202.17% | 1049.15%-847.0pp | 5156.27%-4954.1pp | 578.59%-376.4pp |
| Employer contribution / active EE | $10,393 | $5,256+97.7% | $4,696+121.3% | $4,876+113.1% |
| Participant deferral / active EE | $14,308 | $6,631+115.8% | $6,247+129.0% | $5,439+163.1% |
| Admin fee / account holder | $14 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |