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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 | $73,340 | $150,447-51.3% | $136,298-46.2% | $147,586-50.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 51.59% | 1049.15%-997.6pp | 5156.27%-5104.7pp | 578.59%-527.0pp |
| Employer contribution / active EE | $1,100 | $5,256-79.1% | $4,696-76.6% | $4,876-77.4% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |