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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 | $190,927 | $150,442+26.9% | $136,295+40.1% | $147,585+29.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.59% | 1049.09%-1031.5pp | 5155.97%-5138.4pp | 578.56%-561.0pp |
| Employer contribution / active EE | $3,755 | $5,256-28.6% | $4,695-20.0% | $4,876-23.0% |
| Participant deferral / active EE | $8,319 | $6,630+25.5% | $6,247+33.2% | $5,439+53.0% |
| Admin fee / account holder | $212 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |