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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 | $288,569 | $95,915+200.9% | $79,580+262.6% | $134,532+114.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 12.86% | -2.71%+15.6pp | 0.15%+12.7pp | 418.27%-405.4pp |
| Employer contribution / active EE | $21,250 | $3,129+579.2% | $2,413+780.5% | $4,741+348.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |