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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 | $164,535 | $150,447+9.4% | $136,298+20.7% | $147,586+11.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.17% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $5,380 | $5,256+2.4% | $4,696+14.6% | $4,876+10.3% |
| Participant deferral / active EE | $9,525 | $6,631+43.7% | $6,247+52.5% | $5,439+75.1% |
| Admin fee / account holder | $190 | $10,906-98.3% | $9,244-97.9% | $10,886-98.3% |