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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 | $190,158 | $171,867+10.6% | $149,721+27.0% | $147,586+28.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.42% | 2113.36%-2095.9pp | 1501.67%-1484.2pp | 578.59%-561.2pp |
| Employer contribution / active EE | $10,938 | $6,275+74.3% | $5,444+100.9% | $4,876+124.3% |
| Participant deferral / active EE | $9,600 | $7,270+32.0% | $6,568+46.2% | $5,439+76.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |