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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 | $352,849 | $138,078+155.5% | $125,363+181.5% | $134,509+162.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.38% | 750.49%-763.9pp | 572.15%-585.5pp | 418.13%-431.5pp |
| Employer contribution / active EE | $5,143 | $5,245-1.9% | $4,815+6.8% | $4,741+8.5% |
| Participant deferral / active EE | $7,643 | $7,800-2.0% | $7,447+2.6% | $6,400+19.4% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |