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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 | $169,158 | $150,447+12.4% | $136,298+24.1% | $147,586+14.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.90% | 1049.15%-1029.3pp | 5156.27%-5136.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $8,738 | $5,256+66.2% | $4,696+86.1% | $4,876+79.2% |
| Participant deferral / active EE | $12,641 | $6,631+90.6% | $6,247+102.3% | $5,439+132.4% |
| Admin fee / account holder | $192 | $10,906-98.2% | $9,244-97.9% | $10,886-98.2% |