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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 | $149,640 | $150,446-0.5% | $136,297+9.8% | $147,585+1.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.13% | 1049.14%-1034.0pp | 5156.19%-5141.1pp | 578.58%-563.5pp |
| Employer contribution / active EE | $3,231 | $5,256-38.5% | $4,696-31.2% | $4,876-33.8% |
| Participant deferral / active EE | $13,226 | $6,631+99.5% | $6,247+111.7% | $5,439+143.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |