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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 | $232,637 | $171,867+35.4% | $149,718+55.4% | $147,585+57.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.73% | 2113.36%-2094.6pp | 1501.70%-1483.0pp | 578.57%-559.8pp |
| Employer contribution / active EE | $11,756 | $6,275+87.4% | $5,444+115.9% | $4,876+141.1% |
| Participant deferral / active EE | $12,656 | $7,270+74.1% | $6,568+92.7% | $5,439+132.7% |
| Admin fee / account holder | $2 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |