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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 | $194,448 | $150,447+29.2% | $136,298+42.7% | $147,586+31.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.82% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,069 | $5,256-41.6% | $4,696-34.7% | $4,876-37.1% |
| Participant deferral / active EE | $9,784 | $6,631+47.6% | $6,247+56.6% | $5,439+79.9% |
| Admin fee / account holder | $15 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |