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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 | $192,786 | $171,867+12.2% | $149,718+28.8% | $147,585+30.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.89% | 2113.36%-2093.5pp | 1501.70%-1481.8pp | 578.57%-558.7pp |
| Employer contribution / active EE | $17,474 | $6,275+178.5% | $5,444+221.0% | $4,876+258.3% |
| Participant deferral / active EE | $12,827 | $7,270+76.4% | $6,568+95.3% | $5,439+135.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |