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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 | $223,687 | $171,867+30.2% | $149,716+49.4% | $147,585+51.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.63% | 2113.36%-2091.7pp | 1501.67%-1480.0pp | 578.58%-557.0pp |
| Employer contribution / active EE | $12,331 | $6,275+96.5% | $5,444+126.5% | $4,876+152.9% |
| Participant deferral / active EE | $13,629 | $7,270+87.5% | $6,568+107.5% | $5,439+150.6% |
| Admin fee / account holder | $214 | $13,799-98.4% | $11,282-98.1% | $10,886-98.0% |