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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 | $127,517 | $180,749-29.5% | $160,784-20.7% | $137,256-7.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.25% | 2234.46%-2211.2pp | 1803.92%-1780.7pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,800 | $4,155-56.7% | $3,733-51.8% | $4,156-56.7% |
| Participant deferral / active EE | $23,333 | $6,844+240.9% | $6,293+270.8% | $6,407+264.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |