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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 | $261,744 | $131,835+98.5% | $108,582+141.1% | $273,972-4.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.75% | -91.57%+102.3pp | -51.70%+62.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $15,708 | $4,913+219.7% | $3,758+317.9% | $4,869+222.6% |
| Participant deferral / active EE | $9,338 | $5,127+82.1% | $4,311+116.6% | $5,287+76.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |