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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 | $386,717 | $167,362+131.1% | $143,799+168.9% | $134,532+187.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.25% | 0.47%-2.7pp | -0.04%-2.2pp | 418.27%-420.5pp |
| Employer contribution / active EE | $6,118 | $5,620+8.9% | $4,952+23.5% | $4,741+29.0% |
| Participant deferral / active EE | $15,803 | $6,447+145.1% | $5,638+180.3% | $6,401+146.9% |
| Admin fee / account holder | $37 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |