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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 | $164,135 | $150,447+9.1% | $136,298+20.4% | $147,586+11.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.98% | 1049.15%-1029.2pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $5,777 | $5,256+9.9% | $4,696+23.0% | $4,876+18.5% |
| Participant deferral / active EE | $6,020 | $6,631-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $88 | $10,906-99.2% | $9,244-99.0% | $10,886-99.2% |