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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 | $242,483 | $217,432+11.5% | $185,851+30.5% | $167,553+44.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13933.10% | 148.43%+13784.7pp | 122.11%+13811.0pp | 478.89%+13454.2pp |
| Employer contribution / active EE | $6,047 | $5,874+2.9% | $5,168+17.0% | $4,840+24.9% |
| Participant deferral / active EE | $15,235 | $6,357+139.7% | $5,569+173.6% | $6,343+140.2% |
| Admin fee / account holder | $59 | $19,820-99.7% | $16,245-99.6% | $12,316-99.5% |