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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 | $271,806 | $167,352+62.4% | $143,788+89.0% | $134,509+102.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.34% | 0.47%-10.8pp | -0.03%-10.3pp | 418.13%-428.5pp |
| Employer contribution / active EE | $14,276 | $5,620+154.0% | $4,952+188.3% | $4,741+201.1% |
| Participant deferral / active EE | $14,000 | $6,447+117.2% | $5,638+148.3% | $6,400+118.7% |
| Admin fee / account holder | $142 | $18,091-99.2% | $14,675-99.0% | $11,427-98.8% |