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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 | $1,054,362 | $105,853+896.1% | $90,752+1061.8% | $134,493+684.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.18% | -10.99%-3.2pp | -12.16%-2.0pp | 418.01%-432.2pp |
| Employer contribution / active EE | $25,829 | $3,462+646.0% | $2,921+784.2% | $4,740+444.9% |
| Participant deferral / active EE | $18,000 | $5,216+245.1% | $4,564+294.3% | $6,400+181.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,425-100.0% |