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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 | $142,860 | $150,447-5.0% | $136,298+4.8% | $147,586-3.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.13% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,772 | $5,256-28.2% | $4,696-19.7% | $4,876-22.7% |
| Participant deferral / active EE | $9,538 | $6,631+43.8% | $6,247+52.7% | $5,439+75.4% |
| Admin fee / account holder | $233 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |