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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 | $250,564 | $133,981+87.0% | $112,249+123.2% | $134,532+86.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.05% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,044 | $4,040-74.2% | $3,636-71.3% | $4,741-78.0% |
| Participant deferral / active EE | $5,125 | $5,292-3.2% | $4,729+8.4% | $6,401-19.9% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |