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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 | $143,152 | $171,867-16.7% | $149,716-4.4% | $147,585-3.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 38.50% | 2113.36%-2074.9pp | 1501.67%-1463.2pp | 578.58%-540.1pp |
| Employer contribution / active EE | $18,854 | $6,275+200.5% | $5,444+246.3% | $4,876+286.6% |
| Participant deferral / active EE | $13,037 | $7,270+79.3% | $6,568+98.5% | $5,439+139.7% |
| Admin fee / account holder | $7 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |