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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 | $236,120 | $202,342+16.7% | $172,753+36.7% | $152,909+54.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.06% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $13,791 | $5,857+135.5% | $5,144+168.1% | $4,764+189.5% |
| Participant deferral / active EE | $7,266 | $5,948+22.2% | $5,198+39.8% | $5,851+24.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |