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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 | $305,447 | $95,895+218.5% | $79,576+283.8% | $134,509+127.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.72% | -2.72%-12.0pp | 0.15%-14.9pp | 418.13%-432.9pp |
| Employer contribution / active EE | $6,333 | $3,128+102.5% | $2,413+162.5% | $4,741+33.6% |
| Participant deferral / active EE | $9,000 | $4,693+91.8% | $3,985+125.8% | $6,400+40.6% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |