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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 | $61,811 | $96,419-35.9% | $80,648-23.4% | $139,487-55.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 37.91% | 1352.86%-1315.0pp | 937.21%-899.3pp | 373.84%-335.9pp |
| Employer contribution / active EE | $4,640 | $3,261+42.3% | $2,724+70.4% | $4,755-2.4% |
| Participant deferral / active EE | $22,500 | $5,225+330.6% | $4,443+406.4% | $6,713+235.2% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |