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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 | $255,757 | $190,916+34.0% | $160,037+59.8% | $134,545+90.1% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.3pp | 81.2%+2.1pp |
| Annual return | -18.33% | 552.79%-571.1pp | 408.95%-427.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $3,994 | $4,996-20.1% | $4,226-5.5% | $4,742-15.8% |
| Participant deferral / active EE | $17,515 | $6,925+152.9% | $6,184+183.2% | $6,401+173.6% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |