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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 | $51,121 | $180,749-71.7% | $160,784-68.2% | $137,256-62.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.50% | 2234.46%-2209.0pp | 1803.92%-1778.4pp | 220.34%-194.8pp |
| Employer contribution / active EE | $12,000 | $4,155+188.8% | $3,733+221.5% | $4,156+188.7% |
| Participant deferral / active EE | $12,000 | $6,844+75.3% | $6,293+90.7% | $6,407+87.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |