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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 | $152,438 | $171,867-11.3% | $149,721+1.8% | $147,586+3.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.38% | 2113.36%-2093.0pp | 1501.67%-1481.3pp | 578.59%-558.2pp |
| Employer contribution / active EE | $12,169 | $6,275+93.9% | $5,444+123.5% | $4,876+149.5% |
| Participant deferral / active EE | $17,368 | $7,270+138.9% | $6,568+164.4% | $5,439+219.3% |
| Admin fee / account holder | $123 | $13,799-99.1% | $11,282-98.9% | $10,886-98.9% |