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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 | $402,442 | $158,852+153.3% | $121,220+232.0% | $135,380+197.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -1.25% | -0.64%-0.6pp | 16.94%-18.2pp | 519.81%-521.1pp |
| Employer contribution / active EE | $18,000 | $5,666+217.7% | $4,023+347.5% | $4,779+276.7% |
| Participant deferral / active EE | $12,000 | $4,006+199.6% | $3,345+258.7% | $5,609+113.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |