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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 | $552,416 | $82,288+571.3% | $68,794+703.0% | $134,509+310.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.76% | -2.19%-12.6pp | -6.37%-8.4pp | 418.13%-432.9pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $42,000 | $4,738+786.4% | $3,941+965.6% | $6,400+556.2% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |