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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 | $234,722 | $104,544+124.5% | $76,657+206.2% | $152,897+53.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 21.76% | 1014.36%-992.6pp | 1166.74%-1145.0pp | 345.43%-323.7pp |
| Employer contribution / active EE | $9,681 | $3,118+210.5% | $2,303+320.4% | $4,764+103.2% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19 | $12,286-99.8% | $6,423-99.7% | $11,599-99.8% |