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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 | $39,515 | $156,897-74.8% | $121,147-67.4% | $139,427-71.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 75.40% | 1475.10%-1399.7pp | 986.30%-910.9pp | 373.27%-297.9pp |
| Employer contribution / active EE | $5,720 | $5,539+3.3% | $4,166+37.3% | $4,752+20.4% |
| Participant deferral / active EE | $23,690 | $4,846+388.8% | $4,081+480.4% | $6,711+253.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |