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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 | $251,888 | $97,881+157.3% | $80,004+214.8% | $125,389+100.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.34% | 9.36%-12.7pp | 7.63%-11.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $18,679 | $3,128+497.2% | $2,473+655.4% | $4,866+283.8% |
| Participant deferral / active EE | $12,598 | $3,744+236.5% | $3,204+293.3% | $5,352+135.4% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |