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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 | $68,110 | $109,905-38.0% | $98,506-30.9% | $167,553-59.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.92% | 1960.20%-1939.3pp | 1494.92%-1474.0pp | 478.89%-458.0pp |
| Employer contribution / active EE | $5,000 | $3,226+55.0% | $2,961+68.8% | $4,840+3.3% |
| Participant deferral / active EE | $19,500 | $4,674+317.2% | $4,277+355.9% | $6,343+207.4% |
| Admin fee / account holder | $20 | $6,760-99.7% | $5,955-99.7% | $12,316-99.8% |