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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 | $417,647 | $142,392+193.3% | $119,622+249.1% | $134,532+210.4% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.93% | -12.46%-7.5pp | -14.98%-4.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,635 | $5,224-49.6% | $4,232-37.8% | $4,741-44.4% |
| Participant deferral / active EE | $12,093 | $6,467+87.0% | $5,601+115.9% | $6,401+88.9% |
| Admin fee / account holder | $155 | $13,593-98.9% | $10,328-98.5% | $11,429-98.6% |