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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 | $178,616 | $171,867+3.9% | $149,716+19.3% | $147,585+21.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.24% | 2113.36%-2087.1pp | 1501.67%-1475.4pp | 578.58%-552.3pp |
| Employer contribution / active EE | $11,266 | $6,275+79.6% | $5,444+106.9% | $4,876+131.0% |
| Participant deferral / active EE | $12,384 | $7,270+70.3% | $6,568+88.5% | $5,439+127.7% |
| Admin fee / account holder | $144 | $13,799-99.0% | $11,282-98.7% | $10,886-98.7% |