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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 | $52,728 | $72,071-26.8% | $68,368-22.9% | $137,256-61.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.17% | 353.14%-330.0pp | 292.57%-269.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $5,000 | $2,788+79.3% | $2,649+88.8% | $4,156+20.3% |
| Participant deferral / active EE | $6,500 | $4,410+47.4% | $4,123+57.7% | $6,407+1.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |