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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 | $255,492 | $158,827+60.9% | $121,208+110.8% | $135,382+88.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.96% | -0.64%-7.3pp | 16.93%-24.9pp | 519.77%-527.7pp |
| Employer contribution / active EE | $36,000 | $5,666+535.4% | $4,023+795.0% | $4,779+653.3% |
| Participant deferral / active EE | $18,500 | $4,006+361.9% | $3,345+453.0% | $5,609+229.8% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |