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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 | $175,083 | $150,447+16.4% | $136,298+28.5% | $147,586+18.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.86% | 1049.15%-1029.3pp | 5156.27%-5136.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,255 | $5,256-76.1% | $4,696-73.3% | $4,876-74.3% |
| Participant deferral / active EE | $4,752 | $6,631-28.3% | $6,247-23.9% | $5,439-12.6% |
| Admin fee / account holder | $64 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |