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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 | $327,468 | $167,533+95.5% | $151,645+115.9% | $134,545+143.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.56% | 7.81%-27.4pp | 3.34%-22.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $8,662 | $6,828+26.8% | $6,165+40.5% | $4,742+82.7% |
| Participant deferral / active EE | $8,053 | $8,985-10.4% | $8,363-3.7% | $6,401+25.8% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |