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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 | $512,319 | $99,032+417.3% | $80,022+540.2% | $135,380+278.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.44% | 15.39%-16.8pp | 11.22%-12.7pp | 519.81%-521.2pp |
| Employer contribution / active EE | $958 | $3,043-68.5% | $2,468-61.2% | $4,779-79.9% |
| Participant deferral / active EE | $16,905 | $4,282+294.8% | $3,686+358.7% | $5,609+201.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |