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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 | $249,439 | $202,345+23.3% | $172,755+44.4% | $152,885+63.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.71% | 1029.77%-1011.1pp | 802.94%-784.2pp | 345.39%-326.7pp |
| Employer contribution / active EE | $14,753 | $5,858+151.8% | $5,144+186.8% | $4,763+209.7% |
| Participant deferral / active EE | $7,490 | $5,948+25.9% | $5,198+44.1% | $5,851+28.0% |
| Admin fee / account holder | $140 | $17,111-99.2% | $13,955-99.0% | $11,598-98.8% |