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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 | $307,147 | $78,694+290.3% | $67,652+354.0% | $125,389+145.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.86% | 9.46%-8.6pp | 6625.40%-6624.5pp | 282.24%-281.4pp |
| Employer contribution / active EE | $10,222 | $3,044+235.8% | $2,266+351.2% | $4,866+110.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $104 | $7,403-98.6% | $4,821-97.8% | $9,541-98.9% |