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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 | $161,354 | $150,447+7.2% | $136,298+18.4% | $147,586+9.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.87% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,288 | $5,256-56.5% | $4,696-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $4,942 | $6,631-25.5% | $6,247-20.9% | $5,439-9.1% |
| Admin fee / account holder | $93 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |