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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 | $439,391 | $100,811+335.9% | $86,698+406.8% | $134,545+226.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.18% | 29.11%-44.3pp | 35.96%-51.1pp | 418.37%-433.6pp |
| Employer contribution / active EE | $29,282 | $3,490+739.0% | $2,837+932.2% | $4,742+517.6% |
| Participant deferral / active EE | $11,112 | $5,339+108.1% | $4,656+138.6% | $6,401+73.6% |
| Admin fee / account holder | $13 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |