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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 | $190,483 | $150,447+26.6% | $136,298+39.8% | $147,586+29.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 19.72% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.9pp |
| Employer contribution / active EE | $8,077 | $5,256+53.7% | $4,696+72.0% | $4,876+65.6% |
| Participant deferral / active EE | $4,804 | $6,631-27.5% | $6,247-23.1% | $5,439-11.7% |
| Admin fee / account holder | $8 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |