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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 | $249,970 | $150,442+66.2% | $136,295+83.4% | $147,585+69.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.10% | 1049.09%-1033.0pp | 5155.97%-5139.9pp | 578.56%-562.5pp |
| Employer contribution / active EE | $14,549 | $5,256+176.8% | $4,695+209.8% | $4,876+198.3% |
| Participant deferral / active EE | $11,377 | $6,630+71.6% | $6,247+82.1% | $5,439+109.2% |
| Admin fee / account holder | $4 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |