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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 | $144,516 | $150,447-3.9% | $136,298+6.0% | $147,586-2.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.66% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $7,343 | $5,256+39.7% | $4,696+56.4% | $4,876+50.6% |
| Participant deferral / active EE | $2,997 | $6,631-54.8% | $6,247-52.0% | $5,439-44.9% |
| Admin fee / account holder | $8 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |