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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 | $429,508 | $88,596+384.8% | $70,098+512.7% | $134,509+219.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -1.47% | 442.67%-444.1pp | 190.76%-192.2pp | 418.13%-419.6pp |
| Employer contribution / active EE | $3,053 | $3,235-5.6% | $2,560+19.2% | $4,741-35.6% |
| Participant deferral / active EE | $10,440 | $4,772+118.8% | $3,849+171.2% | $6,400+63.1% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |