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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 | $152,061 | $171,867-11.5% | $149,721+1.6% | $147,586+3.0% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 13.57% | 2113.36%-2099.8pp | 1501.67%-1488.1pp | 578.59%-565.0pp |
| Employer contribution / active EE | $5,156 | $6,275-17.8% | $5,444-5.3% | $4,876+5.7% |
| Participant deferral / active EE | $11,655 | $7,270+60.3% | $6,568+77.4% | $5,439+114.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |