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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 | $355,520 | $107,809+229.8% | $90,657+292.2% | $135,379+162.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.39% | -0.90%-7.5pp | 1.89%-10.3pp | 519.79%-528.2pp |
| Employer contribution / active EE | $5,184 | $3,018+71.8% | $2,532+104.8% | $4,779+8.5% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18 | $5,931-99.7% | $4,994-99.6% | $10,828-99.8% |