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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 | $598,425 | $167,522+257.2% | $151,639+294.6% | $134,532+344.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.38% | 7.81%-27.2pp | 3.34%-22.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $10,509 | $6,828+53.9% | $6,165+70.5% | $4,741+121.7% |
| Participant deferral / active EE | $7,110 | $8,986-20.9% | $8,363-15.0% | $6,401+11.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |