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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 | $63,663 | $100,895-36.9% | $90,430-29.6% | $158,950-59.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.00% | 1725.54%-1715.5pp | 1293.73%-1283.7pp | 302.91%-292.9pp |
| Employer contribution / active EE | $1,929 | $3,689-47.7% | $3,262-40.9% | $4,762-59.5% |
| Participant deferral / active EE | $3,599 | $4,347-17.2% | $3,963-9.2% | $5,983-39.8% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |