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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 | $190,156 | $176,688+7.6% | $130,660+45.5% | $152,870+24.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.90% | 2692.66%-2668.8pp | 1709.13%-1685.2pp | 345.34%-321.4pp |
| Employer contribution / active EE | $22,725 | $5,743+295.7% | $4,092+455.3% | $4,763+377.1% |
| Participant deferral / active EE | $12,825 | $4,362+194.0% | $3,603+255.9% | $5,850+119.2% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,597-100.0% |