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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 | $251,339 | $167,522+50.0% | $151,639+65.7% | $134,532+86.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.69% | 7.81%-22.5pp | 3.34%-18.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $4,969 | $6,828-27.2% | $6,165-19.4% | $4,741+4.8% |
| Participant deferral / active EE | $15,115 | $8,986+68.2% | $8,363+80.7% | $6,401+136.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |