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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 | $364,988 | $114,119+219.8% | $107,187+240.5% | $138,895+162.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.42% | 273.21%-252.8pp | 204.55%-184.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,893 | $4,059-53.4% | $3,782-50.0% | $4,194-54.9% |
| Participant deferral / active EE | $11,087 | $5,538+100.2% | $5,096+117.6% | $6,396+73.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |