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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 | $616,234 | $105,866+482.1% | $90,766+578.9% | $134,545+358.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.11% | -10.99%-1.1pp | -12.16%0pp | 418.37%-430.5pp |
| Employer contribution / active EE | $17,785 | $3,464+413.5% | $2,922+508.7% | $4,742+275.1% |
| Participant deferral / active EE | $11,300 | $5,217+116.6% | $4,565+147.5% | $6,401+76.5% |
| Admin fee / account holder | $104 | $13,938-99.3% | $8,446-98.8% | $11,431-99.1% |