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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 | $161,114 | $150,447+7.1% | $136,298+18.2% | $147,586+9.2% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 44.52% | 1049.15%-1004.6pp | 5156.27%-5111.7pp | 578.59%-534.1pp |
| Employer contribution / active EE | $23,136 | $5,256+340.2% | $4,696+392.7% | $4,876+374.5% |
| Participant deferral / active EE | $4,940 | $6,631-25.5% | $6,247-20.9% | $5,439-9.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |