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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 | $417,145 | $185,883+124.4% | $170,043+145.3% | $139,466+199.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.02% | 60.54%-42.5pp | 53.40%-35.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $3,416 | $7,596-55.0% | $6,790-49.7% | $4,754-28.1% |
| Participant deferral / active EE | $7,991 | $11,626-31.3% | $10,410-23.2% | $6,712+19.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |