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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 | $122,876 | $76,519+60.6% | $56,025+119.3% | $145,897-15.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 3017.03%-3002.3pp | 1712.69%-1698.0pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,710 | $1,383+168.2% | $1,042+256.2% | $4,663-20.4% |
| Participant deferral / active EE | $30,500 | $2,624+1062.2% | $1,955+1460.5% | $6,689+356.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |