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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 | $276,316 | $75,935+263.9% | $60,547+356.4% | $125,389+120.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.30% | -5.38%+4.1pp | 335.64%-336.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $14,440 | $3,438+320.0% | $2,419+496.9% | $4,866+196.8% |
| Participant deferral / active EE | $7,438 | $4,506+65.0% | $3,328+123.5% | $5,352+39.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |