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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 | $258,578 | $103,038+151.0% | $90,324+186.3% | $152,909+69.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 31.34% | 95.25%-63.9pp | 78.15%-46.8pp | 345.46%-314.1pp |
| Employer contribution / active EE | $5,275 | $3,141+68.0% | $2,856+84.7% | $4,764+10.7% |
| Participant deferral / active EE | $25,000 | $4,282+483.9% | $3,885+543.4% | $5,851+327.3% |
| Admin fee / account holder | $10 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |