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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 | $266,329 | $84,518+215.1% | $67,704+293.4% | $125,389+112.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.50% | 2.57%-5.1pp | 25.41%-27.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $13,048 | $3,292+296.3% | $2,559+409.8% | $4,866+168.1% |
| Participant deferral / active EE | $8,563 | $4,430+93.3% | $3,585+138.8% | $5,352+60.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |