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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 | $281,966 | $87,544+222.1% | $75,784+272.1% | $125,388+124.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.65% | 13.49%-14.1pp | 9.68%-10.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $14,563 | $3,930+270.6% | $3,323+338.2% | $4,866+199.3% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $59 | $6,502-99.1% | $5,300-98.9% | $9,541-99.4% |