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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 | $177,376 | $150,442+17.9% | $136,295+30.1% | $147,585+20.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.46% | 1049.09%-1033.6pp | 5155.97%-5140.5pp | 578.56%-563.1pp |
| Employer contribution / active EE | $6,689 | $5,256+27.3% | $4,695+42.4% | $4,876+37.2% |
| Participant deferral / active EE | $8,530 | $6,630+28.7% | $6,247+36.5% | $5,439+56.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |