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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 | $64,732 | $81,763-20.8% | $58,561+10.5% | $139,466-53.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 37.71% | 7427.77%-7390.1pp | 4251.33%-4213.6pp | 373.66%-336.0pp |
| Employer contribution / active EE | $19,785 | $1,398+1315.1% | $1,053+1778.1% | $4,754+316.2% |
| Participant deferral / active EE | $19,785 | $2,555+674.4% | $1,923+928.8% | $6,712+194.8% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |