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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,219 | $138,076+128.3% | $123,553+155.1% | $135,380+132.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.21% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,340 | $5,152-35.2% | $4,628-27.8% | $4,779-30.1% |
| Participant deferral / active EE | $17,323 | $6,800+154.8% | $6,426+169.6% | $5,609+208.8% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |