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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 | $270,833 | $167,522+61.7% | $151,639+78.6% | $134,532+101.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.57% | 7.81%-11.4pp | 3.34%-6.9pp | 418.27%-421.8pp |
| Employer contribution / active EE | $2,867 | $6,828-58.0% | $6,165-53.5% | $4,741-39.5% |
| Participant deferral / active EE | $17,172 | $8,986+91.1% | $8,363+105.3% | $6,401+168.3% |
| Admin fee / account holder | $6 | $13,780-100.0% | $11,613-99.9% | $11,429-99.9% |