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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 | $384,569 | $142,392+170.1% | $119,622+221.5% | $134,532+185.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.00% | -12.46%+5.5pp | -14.98%+8.0pp | 418.27%-425.3pp |
| Employer contribution / active EE | $22,821 | $5,224+336.9% | $4,232+439.2% | $4,741+381.3% |
| Participant deferral / active EE | $13,500 | $6,467+108.7% | $5,601+141.0% | $6,401+110.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |