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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 | $250,160 | $160,059+56.3% | $140,019+78.7% | $135,382+84.8% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -4.69% | 911.44%-916.1pp | 651.15%-655.8pp | 519.77%-524.5pp |
| Employer contribution / active EE | $28,389 | $6,420+342.2% | $5,605+406.5% | $4,779+494.1% |
| Participant deferral / active EE | $19,111 | $7,641+150.1% | $6,927+175.9% | $5,609+240.7% |
| Admin fee / account holder | $2 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |