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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 | $72,465+71.4% | $67,575+83.8% | $145,884-14.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 129.08% | 7222.56%-7093.5pp | 3528.98%-3399.9pp | 551.85%-422.8pp |
| Employer contribution / active EE | $6,005 | $3,074+95.4% | $2,736+119.5% | $4,662+28.8% |
| Participant deferral / active EE | $8,254 | $4,786+72.5% | $4,003+106.2% | $6,690+23.4% |
| Admin fee / account holder | $6 | $5,515-99.9% | $3,993-99.9% | $13,392-100.0% |