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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 | $210,913 | $133,981+57.4% | $112,249+87.9% | $134,532+56.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.54% | 47.16%-64.7pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $40,500 | $4,040+902.5% | $3,636+1013.8% | $4,741+754.2% |
| Participant deferral / active EE | $20,500 | $5,292+287.4% | $4,729+333.5% | $6,401+220.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |