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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 | $275,180 | $108,882+152.7% | $96,754+184.4% | $154,746+77.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.17% | 98.39%-85.2pp | 82.04%-68.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $825 | $3,018-72.7% | $2,679-69.2% | $4,379-81.2% |
| Participant deferral / active EE | $17,091 | $5,323+221.1% | $4,758+259.2% | $6,730+153.9% |
| Admin fee / account holder | $29 | $10,200-99.7% | $8,905-99.7% | $14,365-99.8% |