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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 | $194,034 | $171,867+12.9% | $149,721+29.6% | $147,586+31.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.59% | 2113.36%-2098.8pp | 1501.67%-1487.1pp | 578.59%-564.0pp |
| Employer contribution / active EE | $8,877 | $6,275+41.5% | $5,444+63.1% | $4,876+82.0% |
| Participant deferral / active EE | $6,874 | $7,270-5.4% | $6,568+4.7% | $5,439+26.4% |
| Admin fee / account holder | $59 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |