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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 | $256,657 | $95,188+169.6% | $76,518+235.4% | $135,379+89.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -7.91% | 4.85%-12.8pp | -0.27%-7.6pp | 519.79%-527.7pp |
| Employer contribution / active EE | $2,676 | $3,303-19.0% | $2,647+1.1% | $4,779-44.0% |
| Participant deferral / active EE | $15,078 | $4,640+225.0% | $3,836+293.1% | $5,609+168.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |