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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 | $180,094 | $171,867+4.8% | $149,721+20.3% | $147,586+22.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.16% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $3,144 | $6,275-49.9% | $5,444-42.2% | $4,876-35.5% |
| Participant deferral / active EE | $8,733 | $7,270+20.1% | $6,568+33.0% | $5,439+60.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |