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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 | $309,555 | $131,835+134.8% | $108,582+185.1% | $273,972+13.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.47% | -91.57%+98.0pp | -51.70%+58.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $22,387 | $4,913+355.7% | $3,758+495.7% | $4,869+359.8% |
| Participant deferral / active EE | $12,246 | $5,127+138.8% | $4,311+184.1% | $5,287+131.6% |
| Admin fee / account holder | $15 | $10,253-99.9% | $7,645-99.8% | $10,133-99.9% |