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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 | $134,165 | $150,447-10.8% | $136,298-1.6% | $147,586-9.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.50% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $6,076 | $5,256+15.6% | $4,696+29.4% | $4,876+24.6% |
| Participant deferral / active EE | $9,333 | $6,631+40.8% | $6,247+49.4% | $5,439+71.6% |
| Admin fee / account holder | $190 | $10,906-98.3% | $9,244-97.9% | $10,886-98.3% |