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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 | $624,924 | $127,096+391.7% | $105,736+491.0% | $135,380+361.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.94% | 4.49%-8.4pp | 6.27%-10.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $39,990 | $4,107+873.8% | $3,268+1123.6% | $4,779+736.8% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20 | $9,087-99.8% | $6,913-99.7% | $10,828-99.8% |