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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 | $43,231 | $100,938-57.2% | $90,461-52.2% | $158,982-72.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.58% | 1727.20%-1693.6pp | 1294.76%-1261.2pp | 302.99%-269.4pp |
| Employer contribution / active EE | $5,000 | $3,691+35.4% | $3,264+53.2% | $4,763+5.0% |
| Participant deferral / active EE | $18,200 | $4,350+318.4% | $3,964+359.1% | $5,983+204.2% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |