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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 | $278,725 | $140,592+98.3% | $123,106+126.4% | $125,388+122.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.91% | 16.80%-19.7pp | 13.22%-16.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $22,254 | $6,041+268.4% | $5,151+332.0% | $4,866+357.3% |
| Participant deferral / active EE | $11,968 | $6,980+71.5% | $6,229+92.1% | $5,352+123.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |