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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 | $74,940 | $160,070-53.2% | $147,117-49.1% | $145,897-48.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 39.97% | 98.69%-58.7pp | 420.54%-380.6pp | 552.29%-512.3pp |
| Employer contribution / active EE | $12,000 | $5,285+127.1% | $4,932+143.3% | $4,663+157.4% |
| Participant deferral / active EE | $7,409 | $8,419-12.0% | $8,065-8.1% | $6,689+10.8% |
| Admin fee / account holder | $180 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |