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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 | $468,167 | $100,805+364.4% | $86,698+440.0% | $134,532+248.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -2.36% | 29.09%-31.4pp | 35.95%-38.3pp | 418.27%-420.6pp |
| Employer contribution / active EE | $1,111 | $3,490-68.2% | $2,837-60.8% | $4,741-76.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $181 | $10,925-98.3% | $7,493-97.6% | $11,429-98.4% |