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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 | $232,459 | $76,522+203.8% | $56,033+314.9% | $145,884+59.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.27% | 3014.28%-2992.0pp | 1711.38%-1689.1pp | 551.85%-529.6pp |
| Employer contribution / active EE | $9,018 | $1,382+552.4% | $1,041+766.4% | $4,662+93.4% |
| Participant deferral / active EE | $5,322 | $2,624+102.8% | $1,954+172.4% | $6,690-20.4% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |