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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 | $160,077 | $150,442+6.4% | $136,295+17.4% | $147,585+8.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.07% | 1049.09%-1032.0pp | 5155.97%-5138.9pp | 578.56%-561.5pp |
| Employer contribution / active EE | $8,202 | $5,256+56.0% | $4,695+74.7% | $4,876+68.2% |
| Participant deferral / active EE | $8,774 | $6,630+32.3% | $6,247+40.4% | $5,439+61.3% |
| Admin fee / account holder | $124 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |