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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 | $325,087 | $133,998+142.6% | $112,263+189.6% | $134,545+141.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.90% | 47.17%-60.1pp | 27.49%-40.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,070 | $4,040-73.5% | $3,636-70.6% | $4,742-77.4% |
| Participant deferral / active EE | $13,356 | $5,292+152.4% | $4,729+182.4% | $6,401+108.6% |
| Admin fee / account holder | $101 | $7,493-98.7% | $6,410-98.4% | $11,431-99.1% |