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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 | $335,213 | $100,792+232.6% | $86,691+286.7% | $134,509+149.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.42% | 29.08%-39.5pp | 35.94%-46.4pp | 418.13%-428.6pp |
| Employer contribution / active EE | $5,600 | $3,491+60.4% | $2,837+97.4% | $4,741+18.1% |
| Participant deferral / active EE | $13,933 | $5,339+161.0% | $4,656+199.2% | $6,400+117.7% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |