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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 | $260,543 | $142,392+83.0% | $119,622+117.8% | $134,532+93.7% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -15.61% | -12.46%-3.2pp | -14.98%-0.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $5,724 | $5,224+9.6% | $4,232+35.3% | $4,741+20.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6 | $13,593-100.0% | $10,328-99.9% | $11,429-99.9% |