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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 | $304,702 | $232,540+31.0% | $185,117+64.6% | $147,586+106.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.74% | 43.03%-24.3pp | 40.50%-21.8pp | 578.59%-559.9pp |
| Employer contribution / active EE | $485 | $5,195-90.7% | $4,182-88.4% | $4,876-90.1% |
| Participant deferral / active EE | $12,219 | $5,834+109.5% | $5,045+142.2% | $5,439+124.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |