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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 | $323,537 | $95,915+237.3% | $79,580+306.6% | $134,532+140.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.69% | -2.71%-8.0pp | 0.15%-10.8pp | 418.27%-429.0pp |
| Employer contribution / active EE | $5,463 | $3,129+74.6% | $2,413+126.3% | $4,741+15.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $38 | $9,132-99.6% | $6,835-99.5% | $11,429-99.7% |