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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 | $61,167 | $88,778-31.1% | $81,844-25.3% | $145,884-58.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 101.57% | 1033.03%-931.5pp | 778.87%-677.3pp | 551.85%-450.3pp |
| Employer contribution / active EE | $6,639 | $3,087+115.1% | $2,916+127.7% | $4,662+42.4% |
| Participant deferral / active EE | $3,149 | $4,648-32.2% | $4,323-27.2% | $6,690-52.9% |
| Admin fee / account holder | $100 | $8,430-98.8% | $7,355-98.6% | $13,392-99.3% |