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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 | $58,739 | $150,447-61.0% | $136,298-56.9% | $147,586-60.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 104.41% | 1049.15%-944.7pp | 5156.27%-5051.9pp | 578.59%-474.2pp |
| Employer contribution / active EE | $15,337 | $5,256+191.8% | $4,696+226.6% | $4,876+214.5% |
| Participant deferral / active EE | $10,007 | $6,631+50.9% | $6,247+60.2% | $5,439+84.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |