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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 | $107,722 | $76,608+40.6% | $56,077+92.1% | $145,877-26.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 3009.59%-2998.9pp | 1709.28%-1698.6pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,955 | $1,382+113.9% | $1,040+184.0% | $4,663-36.6% |
| Participant deferral / active EE | $6,178 | $2,624+135.4% | $1,954+216.2% | $6,691-7.7% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |