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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 | $218,576 | $171,867+27.2% | $149,721+46.0% | $147,586+48.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.54% | 2113.36%-2100.8pp | 1501.67%-1489.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $7,569 | $6,275+20.6% | $5,444+39.0% | $4,876+55.2% |
| Participant deferral / active EE | $6,416 | $7,270-11.8% | $6,568-2.3% | $5,439+18.0% |
| Admin fee / account holder | $192 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |