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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 | $162,690 | $150,446+8.1% | $136,297+19.4% | $147,585+10.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.87% | 1049.14%-1028.3pp | 5156.19%-5135.3pp | 578.58%-557.7pp |
| Employer contribution / active EE | $18,545 | $5,256+252.8% | $4,696+294.9% | $4,876+280.3% |
| Participant deferral / active EE | $9,200 | $6,631+38.8% | $6,247+47.3% | $5,439+69.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |