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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 | $48,530 | $144,130-66.3% | $117,860-58.8% | $147,585-67.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.28% | 531.20%-516.9pp | 335.10%-320.8pp | 578.58%-564.3pp |
| Employer contribution / active EE | $6,000 | $4,897+22.5% | $3,786+58.5% | $4,876+23.0% |
| Participant deferral / active EE | $3,264 | $5,316-38.6% | $4,482-27.2% | $5,439-40.0% |
| Admin fee / account holder | $50 | $10,887-99.5% | $8,021-99.4% | $10,886-99.5% |