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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 | $64,375 | $185,225-65.2% | $142,898-55.0% | $167,536-61.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.35% | 8558.12%-8546.8pp | 5639.64%-5628.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $38,500 | $5,607+586.6% | $4,146+828.7% | $4,839+695.6% |
| Participant deferral / active EE | $19,500 | $4,496+333.7% | $3,838+408.0% | $6,342+207.5% |
| Admin fee / account holder | $145 | $8,032-98.2% | $6,560-97.8% | $12,315-98.8% |