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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 | $392,554 | $167,504+134.4% | $151,628+158.9% | $134,509+191.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.31% | 7.81%-27.1pp | 3.34%-22.6pp | 418.13%-437.4pp |
| Employer contribution / active EE | $18,973 | $6,828+177.9% | $6,165+207.8% | $4,741+300.2% |
| Participant deferral / active EE | $14,623 | $8,985+62.8% | $8,363+74.9% | $6,400+128.5% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |