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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 | $68,391 | $135,645-49.6% | $110,243-38.0% | $135,380-49.5% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | 64.48% | 513.24%-448.8pp | 314.76%-250.3pp | 519.81%-455.3pp |
| Employer contribution / active EE | $9,267 | $4,907+88.9% | $3,827+142.2% | $4,779+93.9% |
| Participant deferral / active EE | $8,617 | $5,507+56.5% | $4,672+84.4% | $5,609+53.6% |
| Admin fee / account holder | $16 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |