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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 | $533,196 | $167,522+218.3% | $151,639+251.6% | $134,532+296.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.48% | 7.81%-18.3pp | 3.34%-13.8pp | 418.27%-428.7pp |
| Employer contribution / active EE | $19,381 | $6,828+183.8% | $6,165+214.4% | $4,741+308.8% |
| Participant deferral / active EE | $15,252 | $8,986+69.7% | $8,363+82.4% | $6,401+138.3% |
| Admin fee / account holder | $103 | $13,780-99.3% | $11,613-99.1% | $11,429-99.1% |