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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 | $190,653 | $150,442+26.7% | $136,295+39.9% | $147,585+29.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.26% | 1049.09%-1024.8pp | 5155.97%-5131.7pp | 578.56%-554.3pp |
| Employer contribution / active EE | $7,260 | $5,256+38.1% | $4,695+54.6% | $4,876+48.9% |
| Participant deferral / active EE | $8,182 | $6,630+23.4% | $6,247+31.0% | $5,439+50.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |