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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 | $192,100 | $171,867+11.8% | $149,721+28.3% | $147,586+30.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.59% | 2113.36%-2087.8pp | 1501.67%-1476.1pp | 578.59%-553.0pp |
| Employer contribution / active EE | $20,854 | $6,275+232.4% | $5,444+283.0% | $4,876+327.7% |
| Participant deferral / active EE | $18,510 | $7,270+154.6% | $6,568+181.8% | $5,439+240.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |