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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 | $384,448 | $138,114+178.4% | $125,391+206.6% | $134,545+185.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.33% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $5,946 | $5,246+13.3% | $4,816+23.5% | $4,742+25.4% |
| Participant deferral / active EE | $10,222 | $7,801+31.0% | $7,448+37.2% | $6,401+59.7% |
| Admin fee / account holder | $219 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |