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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 | $157,585 | $150,446+4.7% | $136,297+15.6% | $147,585+6.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.84% | 1049.14%-1028.3pp | 5156.19%-5135.4pp | 578.58%-557.7pp |
| Employer contribution / active EE | $7,360 | $5,256+40.0% | $4,696+56.7% | $4,876+50.9% |
| Participant deferral / active EE | $12,960 | $6,631+95.5% | $6,247+107.5% | $5,439+138.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |