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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 | $250,319 | $138,076+81.3% | $123,553+102.6% | $135,380+84.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.28% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $12,472 | $5,152+142.1% | $4,628+169.5% | $4,779+161.0% |
| Participant deferral / active EE | $7,605 | $6,800+11.9% | $6,426+18.4% | $5,609+35.6% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |