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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 | $282,884 | $167,533+68.9% | $151,645+86.5% | $134,545+110.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.57% | 7.81%-14.4pp | 3.34%-9.9pp | 418.37%-424.9pp |
| Employer contribution / active EE | $9,700 | $6,828+42.0% | $6,165+57.3% | $4,742+104.6% |
| Participant deferral / active EE | $12,800 | $8,985+42.5% | $8,363+53.1% | $6,401+100.0% |
| Admin fee / account holder | $100 | $13,781-99.3% | $11,614-99.1% | $11,431-99.1% |