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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 | $508,520 | $167,353+203.9% | $143,797+253.6% | $134,545+278.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.68% | 0.48%-12.2pp | -0.04%-11.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $2,800 | $5,620-50.2% | $4,952-43.5% | $4,742-40.9% |
| Participant deferral / active EE | $11,875 | $6,447+84.2% | $5,638+110.6% | $6,401+85.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |