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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 | $144,300 | $150,447-4.1% | $136,298+5.9% | $147,586-2.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 41.46% | 1049.15%-1007.7pp | 5156.27%-5114.8pp | 578.59%-537.1pp |
| Employer contribution / active EE | $9,768 | $5,256+85.8% | $4,696+108.0% | $4,876+100.3% |
| Participant deferral / active EE | $8,591 | $6,631+29.6% | $6,247+37.5% | $5,439+58.0% |
| Admin fee / account holder | $73 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |