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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 | $108,760 | $102,663+5.9% | $86,216+26.1% | $139,466-22.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.87% | 1924.52%-1910.7pp | 1169.42%-1155.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $5,425 | $3,035+78.8% | $2,382+127.8% | $4,754+14.1% |
| Participant deferral / active EE | $6,088 | $4,677+30.2% | $3,986+52.7% | $6,712-9.3% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |