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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 | $61,991 | $100,911-38.6% | $90,440-31.5% | $158,966-61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1506.64% | 1726.62%-220.0pp | 1294.38%+212.3pp | 302.95%+1203.7pp |
| Employer contribution / active EE | $625 | $3,690-83.1% | $3,263-80.8% | $4,762-86.9% |
| Participant deferral / active EE | $6,837 | $4,348+57.2% | $3,964+72.5% | $5,983+14.3% |
| Admin fee / account holder | $144 | $6,507-97.8% | $5,615-97.4% | $11,250-98.7% |