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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 | $185,947 | $180,459+3.0% | $154,108+20.7% | $135,380+37.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 590.01% | 888.21%-298.2pp | 735.21%-145.2pp | 519.81%+70.2pp |
| Employer contribution / active EE | $19,656 | $6,035+225.7% | $5,298+271.0% | $4,779+311.3% |
| Participant deferral / active EE | $16,875 | $5,806+190.6% | $5,081+232.1% | $5,609+200.9% |
| Admin fee / account holder | $169 | $16,145-99.0% | $13,411-98.7% | $10,828-98.4% |