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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 | $196,741 | $183,988+6.9% | $162,177+21.3% | $152,897+28.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1507.27% | 150.79%+1356.5pp | 115.60%+1391.7pp | 345.43%+1161.8pp |
| Employer contribution / active EE | $7,753 | $6,370+21.7% | $5,613+38.1% | $4,764+62.8% |
| Participant deferral / active EE | $23,100 | $8,032+187.6% | $7,297+216.6% | $5,851+294.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |