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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 | $93,022 | $156,963-40.7% | $121,204-23.3% | $139,466-33.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.54% | 1476.75%-1458.2pp | 987.18%-968.6pp | 373.66%-355.1pp |
| Employer contribution / active EE | $17,515 | $5,544+215.9% | $4,170+320.0% | $4,754+268.4% |
| Participant deferral / active EE | $7,500 | $4,848+54.7% | $4,083+83.7% | $6,712+11.7% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |