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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 | $280,995 | $107,941+160.3% | $91,994+205.4% | $152,909+83.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.20% | 89.28%-69.1pp | 69.04%-48.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,001 | $4,212-76.2% | $3,453-71.0% | $4,764-79.0% |
| Participant deferral / active EE | $2,013 | $6,366-68.4% | $5,924-66.0% | $5,851-65.6% |
| Admin fee / account holder | $100 | $10,521-99.1% | $7,744-98.7% | $11,601-99.1% |