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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 | $338,249 | $157,276+115.1% | $141,177+139.6% | $152,885+121.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.99% | 64.33%-43.3pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $3,581 | $5,262-32.0% | $4,736-24.4% | $4,763-24.8% |
| Participant deferral / active EE | $8,542 | $7,110+20.1% | $6,710+27.3% | $5,851+46.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |