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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 | $223,695 | $150,447+48.7% | $136,298+64.1% | $147,586+51.6% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 13.21% | 1049.15%-1035.9pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $6,657 | $5,256+26.6% | $4,696+41.8% | $4,876+36.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |