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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 | $51,330 | $149,040-65.6% | $120,225-57.3% | $137,256-62.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 31.89% | 605.68%-573.8pp | 439.23%-407.3pp | 220.34%-188.4pp |
| Employer contribution / active EE | $20,694 | $4,350+375.7% | $3,475+495.4% | $4,156+397.9% |
| Participant deferral / active EE | $15,500 | $4,655+233.0% | $3,999+287.6% | $6,407+141.9% |
| Admin fee / account holder | $225 | $6,348-96.5% | $5,696-96.1% | $12,270-98.2% |