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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 | $506,665 | $140,578+260.4% | $100,671+403.3% | $125,389+304.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.39% | 24.67%-25.1pp | 20.43%-20.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $10,029 | $5,965+68.1% | $4,012+150.0% | $4,866+106.1% |
| Participant deferral / active EE | $12,000 | $3,981+201.4% | $3,144+281.7% | $5,352+124.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |