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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 | $317,563 | $142,392+123.0% | $119,622+165.5% | $134,532+136.0% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -8.42% | -12.46%+4.0pp | -14.98%+6.6pp | 418.27%-426.7pp |
| Employer contribution / active EE | $12,295 | $5,224+135.4% | $4,232+190.5% | $4,741+159.3% |
| Participant deferral / active EE | $17,438 | $6,467+169.6% | $5,601+211.4% | $6,401+172.4% |
| Admin fee / account holder | $245 | $13,593-98.2% | $10,328-97.6% | $11,429-97.9% |