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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 | $283,950 | $135,645+109.3% | $110,243+157.6% | $135,379+109.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.66% | 513.24%-518.9pp | 314.76%-320.4pp | 519.79%-525.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,501 | $5,507-36.4% | $4,672-25.1% | $5,609-37.6% |
| Admin fee / account holder | $17 | $11,458-99.9% | $8,548-99.8% | $10,828-99.8% |