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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 | $112,772 | $169,336-33.4% | $129,384-12.8% | $145,884-22.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.93% | 14408.70%-14390.8pp | 9461.77%-9443.8pp | 551.85%-533.9pp |
| Employer contribution / active EE | $25,500 | $5,540+360.3% | $4,153+514.0% | $4,662+446.9% |
| Participant deferral / active EE | $10,000 | $4,985+100.6% | $4,166+140.1% | $6,690+49.5% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |