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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 | $124,051 | $100,938+22.9% | $90,461+37.1% | $158,982-22.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 27.90% | 1727.20%-1699.3pp | 1294.76%-1266.9pp | 302.99%-275.1pp |
| Employer contribution / active EE | $6,786 | $3,691+83.8% | $3,264+107.9% | $4,763+42.5% |
| Participant deferral / active EE | $8,292 | $4,350+90.6% | $3,964+109.2% | $5,983+38.6% |
| Admin fee / account holder | $8 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |