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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 | $151,863 | $150,445+0.9% | $136,297+11.4% | $147,585+2.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.30% | 1049.14%-1029.8pp | 5156.16%-5136.9pp | 578.57%-559.3pp |
| Employer contribution / active EE | $4,463 | $5,256-15.1% | $4,696-5.0% | $4,876-8.5% |
| Participant deferral / active EE | $8,783 | $6,631+32.5% | $6,247+40.6% | $5,439+61.5% |
| Admin fee / account holder | $9 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |