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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 | $207,147 | $150,447+37.7% | $136,298+52.0% | $147,586+40.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 11.43% | 1049.15%-1037.7pp | 5156.27%-5144.8pp | 578.59%-567.2pp |
| Employer contribution / active EE | $2,330 | $5,256-55.7% | $4,696-50.4% | $4,876-52.2% |
| Participant deferral / active EE | $8,126 | $6,631+22.6% | $6,247+30.1% | $5,439+49.4% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |