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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 | $269,616 | $131,835+104.5% | $108,582+148.3% | $273,972-1.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.59% | -91.57%+94.2pp | -51.70%+54.3pp | 41.46%-38.9pp |
| Employer contribution / active EE | $8,466 | $4,913+72.3% | $3,758+125.2% | $4,869+73.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $117 | $10,253-98.9% | $7,645-98.5% | $10,133-98.9% |