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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 | $267,567 | $167,353+59.9% | $143,797+86.1% | $134,545+98.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.38% | 0.48%-18.9pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $8,512 | $5,620+51.4% | $4,952+71.9% | $4,742+79.5% |
| Participant deferral / active EE | $9,021 | $6,447+39.9% | $5,638+60.0% | $6,401+40.9% |
| Admin fee / account holder | $140 | $18,096-99.2% | $14,679-99.0% | $11,431-98.8% |