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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 | $124,173 | $72,403+71.5% | $67,524+83.9% | $145,978-14.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 129.08% | 7197.23%-7068.1pp | 3519.41%-3390.3pp | 550.52%-421.4pp |
| Employer contribution / active EE | $6,005 | $3,072+95.5% | $2,734+119.7% | $4,662+28.8% |
| Participant deferral / active EE | $8,254 | $4,782+72.6% | $4,001+106.3% | $6,690+23.4% |
| Admin fee / account holder | $6 | $5,541-99.9% | $4,001-99.9% | $13,400-100.0% |