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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 | $21,054 | $96,678-78.2% | $86,640-75.7% | $139,466-84.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 65.13% | 106.69%-41.6pp | 592.52%-527.4pp | 373.66%-308.5pp |
| Employer contribution / active EE | $5,360 | $3,265+64.1% | $3,024+77.2% | $4,754+12.8% |
| Participant deferral / active EE | $10,840 | $4,837+124.1% | $4,438+144.2% | $6,712+61.5% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |