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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 | $150,106 | $150,447-0.2% | $136,298+10.1% | $147,586+1.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 17.68% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,676 | $5,256-49.1% | $4,696-43.0% | $4,876-45.1% |
| Participant deferral / active EE | $7,082 | $6,631+6.8% | $6,247+13.4% | $5,439+30.2% |
| Admin fee / account holder | $6 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |