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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 | $198,012 | $171,867+15.2% | $149,721+32.3% | $147,586+34.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.57% | 2113.36%-2097.8pp | 1501.67%-1486.1pp | 578.59%-563.0pp |
| Employer contribution / active EE | $9,745 | $6,275+55.3% | $5,444+79.0% | $4,876+99.8% |
| Participant deferral / active EE | $9,605 | $7,270+32.1% | $6,568+46.2% | $5,439+76.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |