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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 | $266,314 | $108,912+144.5% | $100,383+165.3% | $145,959+82.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.19% | 57.96%-41.8pp | 49.26%-33.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $3,282 | $4,423-25.8% | $3,944-16.8% | $4,661-29.6% |
| Participant deferral / active EE | $16,813 | $8,451+98.9% | $8,086+107.9% | $6,689+151.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |