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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 | $510,623 | $180,466+182.9% | $154,114+231.3% | $135,382+277.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -4.59% | 888.15%-892.7pp | 735.16%-739.8pp | 519.77%-524.4pp |
| Employer contribution / active EE | $2,276 | $6,035-62.3% | $5,298-57.0% | $4,779-52.4% |
| Participant deferral / active EE | $8,882 | $5,806+53.0% | $5,081+74.8% | $5,609+58.4% |
| Admin fee / account holder | $109 | $16,144-99.3% | $13,411-99.2% | $10,829-99.0% |