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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 | $397,354 | $103,038+285.6% | $90,324+339.9% | $152,909+159.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.06% | 95.25%-69.2pp | 78.15%-52.1pp | 345.46%-319.4pp |
| Employer contribution / active EE | $12,440 | $3,141+296.1% | $2,856+335.6% | $4,764+161.1% |
| Participant deferral / active EE | $7,505 | $4,282+75.3% | $3,885+93.2% | $5,851+28.3% |
| Admin fee / account holder | $60 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |