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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 | $213,793 | $202,345+5.7% | $172,755+23.8% | $152,885+39.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 43.71% | 1029.77%-986.1pp | 802.94%-759.2pp | 345.39%-301.7pp |
| Employer contribution / active EE | $25,682 | $5,858+338.4% | $5,144+399.3% | $4,763+439.2% |
| Participant deferral / active EE | $12,667 | $5,948+113.0% | $5,198+143.7% | $5,851+116.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |