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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 | $447,693 | $95,188+370.3% | $76,518+485.1% | $135,380+230.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.47% | 4.85%-12.3pp | -0.27%-7.2pp | 519.81%-527.3pp |
| Employer contribution / active EE | $19,311 | $3,303+484.7% | $2,647+629.5% | $4,779+304.1% |
| Participant deferral / active EE | $12,250 | $4,640+164.0% | $3,836+219.4% | $5,609+118.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |