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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 | $422,792 | $180,459+134.3% | $154,108+174.3% | $135,380+212.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.35% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $4,286 | $6,035-29.0% | $5,298-19.1% | $4,779-10.3% |
| Participant deferral / active EE | $6,995 | $5,806+20.5% | $5,081+37.7% | $5,609+24.7% |
| Admin fee / account holder | $181 | $16,145-98.9% | $13,411-98.6% | $10,828-98.3% |