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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 | $160,040-53.2% | $147,096-49.1% | $145,877-48.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 39.97% | 98.49%-58.5pp | 419.75%-379.8pp | 551.28%-511.3pp |
| Employer contribution / active EE | $12,000 | $5,289+126.9% | $4,936+143.1% | $4,663+157.3% |
| Participant deferral / active EE | $7,409 | $8,429-12.1% | $8,071-8.2% | $6,691+10.7% |
| Admin fee / account holder | $180 | $15,050-98.8% | $13,005-98.6% | $13,402-98.7% |