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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 | $316,144 | $157,829+100.3% | $136,867+131.0% | $198,609+59.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.80% | 51.25%-31.4pp | 42.97%-23.2pp | 202.70%-182.9pp |
| Employer contribution / active EE | $30,336 | $3,923+673.4% | $3,547+755.3% | $5,055+500.1% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $207 | $11,107-98.1% | $10,340-98.0% | $19,030-98.9% |