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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 | $44,496 | $185,225-76.0% | $142,898-68.9% | $167,536-73.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.40% | 8558.12%-8547.7pp | 5639.64%-5629.2pp | 478.82%-468.4pp |
| Employer contribution / active EE | $9,000 | $5,607+60.5% | $4,146+117.1% | $4,839+86.0% |
| Participant deferral / active EE | $9,000 | $4,496+100.2% | $3,838+134.5% | $6,342+41.9% |
| Admin fee / account holder | $87 | $8,032-98.9% | $6,560-98.7% | $12,315-99.3% |