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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 | $269,192 | $92,219+191.9% | $76,768+250.7% | $135,379+98.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.51% | 5.46%-12.0pp | 2.43%-8.9pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,053 | $3,216-36.2% | $2,485-17.4% | $4,779-57.0% |
| Participant deferral / active EE | $7,400 | $4,508+64.1% | $3,852+92.1% | $5,609+31.9% |
| Admin fee / account holder | $110 | $10,749-99.0% | $6,675-98.4% | $10,828-99.0% |