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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 | $262,878 | $211,946+24.0% | $169,452+55.1% | $135,380+94.2% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -8.07% | 3.26%-11.3pp | 1.83%-9.9pp | 519.81%-527.9pp |
| Employer contribution / active EE | $17,433 | $5,117+240.7% | $4,157+319.4% | $4,779+264.8% |
| Participant deferral / active EE | $12,392 | $6,075+104.0% | $5,277+134.8% | $5,609+120.9% |
| Admin fee / account holder | $2 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |