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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 | $1,123,747 | $131,835+752.4% | $108,582+934.9% | $273,972+310.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.88% | -91.57%+95.4pp | -51.70%+55.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $53,000 | $4,913+978.8% | $3,758+1310.2% | $4,869+988.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |