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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 | $255,534 | $135,639+88.4% | $110,241+131.8% | $135,382+88.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -4.96% | 513.21%-518.2pp | 314.75%-319.7pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,618 | $4,907-67.0% | $3,827-57.7% | $4,779-66.1% |
| Participant deferral / active EE | $2,600 | $5,507-52.8% | $4,672-44.4% | $5,609-53.6% |
| Admin fee / account holder | $230 | $11,457-98.0% | $8,548-97.3% | $10,829-97.9% |