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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 | $431,594 | $92,219+368.0% | $76,768+462.2% | $135,379+218.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.85% | 5.46%-7.3pp | 2.43%-4.3pp | 519.79%-521.6pp |
| Employer contribution / active EE | $19,974 | $3,216+521.1% | $2,485+703.7% | $4,779+318.0% |
| Participant deferral / active EE | $31,455 | $4,508+597.7% | $3,852+716.7% | $5,609+460.8% |
| Admin fee / account holder | $125 | $10,749-98.8% | $6,675-98.1% | $10,828-98.8% |