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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 | $165,237 | $150,446+9.8% | $136,297+21.2% | $147,585+12.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.88% | 1049.14%-1028.3pp | 5156.19%-5135.3pp | 578.58%-557.7pp |
| Employer contribution / active EE | $5,534 | $5,256+5.3% | $4,696+17.8% | $4,876+13.5% |
| Participant deferral / active EE | $8,306 | $6,631+25.3% | $6,247+33.0% | $5,439+52.7% |
| Admin fee / account holder | $6 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |