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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 | $288,289 | $84,685+240.4% | $73,836+290.4% | $125,389+129.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.70% | 3123.80%-3123.1pp | 2268.06%-2267.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $23,936 | $3,123+666.3% | $2,787+758.7% | $4,866+391.9% |
| Participant deferral / active EE | $1,235 | $3,993-69.1% | $3,583-65.5% | $5,352-76.9% |
| Admin fee / account holder | $39 | $5,694-99.3% | $4,882-99.2% | $9,541-99.6% |