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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 | $320,280 | $167,353+91.4% | $143,797+122.7% | $134,545+138.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | 0.48%-17.8pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $24,000 | $5,620+327.0% | $4,952+384.6% | $4,742+406.2% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $256 | $18,096-98.6% | $14,679-98.3% | $11,431-97.8% |