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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 | $171,067 | $171,867-0.5% | $149,721+14.3% | $147,586+15.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.84% | 2113.36%-2100.5pp | 1501.67%-1488.8pp | 578.59%-565.8pp |
| Employer contribution / active EE | $10,294 | $6,275+64.1% | $5,444+89.1% | $4,876+111.1% |
| Participant deferral / active EE | $7,420 | $7,270+2.1% | $6,568+13.0% | $5,439+36.4% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,282-99.8% | $10,886-99.8% |