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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 | $85,887 | $76,522+12.2% | $56,033+53.3% | $145,884-41.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.23% | 3014.28%-2997.0pp | 1711.38%-1694.1pp | 551.85%-534.6pp |
| Employer contribution / active EE | $6,866 | $1,382+396.7% | $1,041+559.6% | $4,662+47.3% |
| Participant deferral / active EE | $3,634 | $2,624+38.5% | $1,954+86.0% | $6,690-45.7% |
| Admin fee / account holder | $6 | $3,328-99.8% | $2,827-99.8% | $13,392-100.0% |