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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 | $585,259 | $82,324+610.9% | $68,803+750.6% | $134,545+335.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.15% | -2.17%-10.0pp | -6.37%-5.8pp | 418.37%-430.5pp |
| Employer contribution / active EE | $5,567 | $3,302+68.6% | $2,656+109.6% | $4,742+17.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $138 | $6,485-97.9% | $4,936-97.2% | $11,431-98.8% |