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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 | $20,965 | $99,647-79.0% | $86,439-75.7% | $134,509-84.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 99.95% | 6784.13%-6684.2pp | 4395.55%-4295.6pp | 418.13%-318.2pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,262 | $7,246+96.8% | $6,952+105.2% | $6,400+122.8% |
| Admin fee / account holder | $55 | $8,373-99.3% | $6,732-99.2% | $11,427-99.5% |