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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 | $698,084 | $288,797+141.7% | $239,577+191.4% | $382,429+82.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 30.52% | -3.30%+33.8pp | -0.70%+31.2pp | 248.85%-218.3pp |
| Employer contribution / active EE | $23,000 | $8,558+168.8% | $7,232+218.0% | $8,036+186.2% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |