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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 | $203,825 | $150,447+35.5% | $136,298+49.5% | $147,586+38.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.64% | 1049.15%-1025.5pp | 5156.27%-5132.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $15,814 | $5,256+200.9% | $4,696+236.8% | $4,876+224.3% |
| Participant deferral / active EE | $12,675 | $6,631+91.2% | $6,247+102.9% | $5,439+133.1% |
| Admin fee / account holder | $64 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |