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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 | $655,247 | $131,835+397.0% | $108,582+503.5% | $273,972+139.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.81% | -91.57%+99.4pp | -51.70%+59.5pp | 41.46%-33.6pp |
| Employer contribution / active EE | $18,421 | $4,913+275.0% | $3,758+390.1% | $4,869+278.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $213 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |