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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 | $256,984 | $138,076+86.1% | $123,553+108.0% | $135,380+89.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.40% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $17,368 | $5,152+237.1% | $4,628+275.3% | $4,779+263.4% |
| Participant deferral / active EE | $11,930 | $6,800+75.5% | $6,426+85.7% | $5,609+112.7% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |