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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 | $507,963 | $190,879+166.1% | $160,009+217.5% | $134,532+277.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -18.72% | 552.63%-571.4pp | 408.85%-427.6pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,005 | $4,995-79.9% | $4,225-76.2% | $4,741-78.8% |
| Participant deferral / active EE | $5,531 | $6,924-20.1% | $6,183-10.5% | $6,401-13.6% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |