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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 | $50,541 | $150,346-66.4% | $120,524-58.1% | $145,877-65.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.09% | 154.40%-139.3pp | 107.36%-92.3pp | 551.28%-536.2pp |
| Employer contribution / active EE | $12,000 | $4,353+175.7% | $3,469+245.9% | $4,663+157.3% |
| Participant deferral / active EE | $24,000 | $6,172+288.8% | $4,994+380.6% | $6,691+258.7% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |