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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 | $370,559 | $64,311+476.2% | $57,356+546.1% | $125,389+195.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.06% | 25.14%-25.2pp | 24.41%-24.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $20,381 | $3,193+538.3% | $2,689+658.0% | $4,866+318.8% |
| Participant deferral / active EE | $9,000 | $3,846+134.0% | $3,162+184.7% | $5,352+68.2% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |