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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 | $256,691 | $109,344+134.8% | $89,400+187.1% | $158,950+61.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 12.09% | 345.73%-333.6pp | 245.64%-233.5pp | 302.91%-290.8pp |
| Employer contribution / active EE | $4,945 | $3,170+56.0% | $2,586+91.2% | $4,762+3.8% |
| Participant deferral / active EE | $8,139 | $4,599+77.0% | $3,890+109.2% | $5,983+36.0% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |