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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 | $101,830 | $100,911+0.9% | $90,440+12.6% | $158,966-35.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2191.65% | 1726.62%+465.0pp | 1294.38%+897.3pp | 302.95%+1888.7pp |
| Employer contribution / active EE | $9,695 | $3,690+162.7% | $3,263+197.1% | $4,762+103.6% |
| Participant deferral / active EE | $10,823 | $4,348+148.9% | $3,964+173.1% | $5,983+80.9% |
| Admin fee / account holder | $139 | $6,507-97.9% | $5,615-97.5% | $11,250-98.8% |