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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 | $499,888 | $105,867+372.2% | $90,760+450.8% | $134,532+271.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.15% | -10.99%-1.2pp | -12.16%0pp | 418.27%-430.4pp |
| Employer contribution / active EE | $2,847 | $3,464-17.8% | $2,922-2.6% | $4,741-40.0% |
| Participant deferral / active EE | $8,251 | $5,217+58.1% | $4,565+80.7% | $6,401+28.9% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |