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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 | $154,793 | $150,447+2.9% | $136,298+13.6% | $147,586+4.9% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 20.21% | 1049.15%-1028.9pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $3,304 | $5,256-37.1% | $4,696-29.6% | $4,876-32.2% |
| Participant deferral / active EE | $8,504 | $6,631+28.3% | $6,247+36.1% | $5,439+56.4% |
| Admin fee / account holder | $251 | $10,906-97.7% | $9,244-97.3% | $10,886-97.7% |