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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 | $400,636 | $82,674+384.6% | $125,363+219.6% | $68,495+484.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $8,254 | $3,382+144.1% | $4,815+71.4% | $2,596+217.9% |
| Participant deferral / active EE | $6,778 | $6,111+10.9% | $7,447-9.0% | $4,028+68.3% |
| Admin fee / account holder | $248 | $6,276-96.1% | $10,005-97.5% | $5,403-95.4% |