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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 | $185,492 | $150,447+23.3% | $136,298+36.1% | $147,586+25.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.63% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,882 | $5,256-26.1% | $4,696-17.3% | $4,876-20.4% |
| Participant deferral / active EE | $8,259 | $6,631+24.6% | $6,247+32.2% | $5,439+51.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |