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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 | $541,496 | $147,167+267.9% | $111,392+386.1% | $135,380+300.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.81% | -4.44%-1.4pp | -2.06%-3.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,219 | $5,204-38.2% | $4,328-25.6% | $4,779-32.6% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11 | $20,270-99.9% | $12,266-99.9% | $10,828-99.9% |