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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 | $16,689 | $81,763-79.6% | $58,561-71.5% | $139,466-88.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 61.68% | 7427.77%-7366.1pp | 4251.33%-4189.6pp | 373.66%-312.0pp |
| Employer contribution / active EE | $5,940 | $1,398+324.8% | $1,053+463.9% | $4,754+24.9% |
| Participant deferral / active EE | $6,660 | $2,555+160.7% | $1,923+246.3% | $6,712-0.8% |
| Admin fee / account holder | $36 | $3,273-98.9% | $2,520-98.6% | $11,409-99.7% |