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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 | $169,254 | $180,749-6.4% | $160,784+5.3% | $137,256+23.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 35.63% | 2234.46%-2198.8pp | 1803.92%-1768.3pp | 220.34%-184.7pp |
| Employer contribution / active EE | $5,121 | $4,155+23.2% | $3,733+37.2% | $4,156+23.2% |
| Participant deferral / active EE | $13,449 | $6,844+96.5% | $6,293+113.7% | $6,407+109.9% |
| Admin fee / account holder | $12 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |