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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 | $90,287 | $124,187-27.3% | $108,410-16.7% | $167,518-46.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.41% | 1379.80%-1362.4pp | 905.34%-887.9pp | 478.71%-461.3pp |
| Employer contribution / active EE | $3,705 | $4,187-11.5% | $3,558+4.1% | $4,838-23.4% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,562+197.1% | $6,342+207.5% |
| Admin fee / account holder | $20 | $9,456-99.8% | $7,296-99.7% | $12,312-99.8% |