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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 | $370,068 | $154,193+140.0% | $130,045+184.6% | $139,466+165.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 12.63% | 32.51%-19.9pp | -137.30%+149.9pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,275 | $6,709+127.7% | $5,820+162.5% | $6,712+127.6% |
| Admin fee / account holder | $121 | $13,989-99.1% | $10,600-98.9% | $11,409-98.9% |