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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 | $945,728 | $131,835+617.4% | $108,582+771.0% | $273,972+245.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.78% | -91.57%+95.3pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $22,922 | $4,913+366.6% | $3,758+509.9% | $4,869+370.8% |
| Participant deferral / active EE | $12,000 | $5,127+134.0% | $4,311+178.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |