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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 | $307,422 | $167,352+83.7% | $143,788+113.8% | $134,509+128.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.32% | 0.47%-6.8pp | -0.03%-6.3pp | 418.13%-424.5pp |
| Employer contribution / active EE | $5,441 | $5,620-3.2% | $4,952+9.9% | $4,741+14.8% |
| Participant deferral / active EE | $10,618 | $6,447+64.7% | $5,638+88.3% | $6,400+65.9% |
| Admin fee / account holder | $14 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |