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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 | $531,406 | $158,852+234.5% | $121,220+338.4% | $135,380+292.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.32% | -0.64%+0.3pp | 16.94%-17.3pp | 519.81%-520.1pp |
| Employer contribution / active EE | $21,788 | $5,666+284.5% | $4,023+441.6% | $4,779+355.9% |
| Participant deferral / active EE | $14,850 | $4,006+270.7% | $3,345+343.9% | $5,609+164.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |