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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 | $108,922+144.5% | $100,398+165.3% | $145,978+82.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.19% | 58.04%-41.9pp | 49.32%-33.1pp | 550.52%-534.3pp |
| Employer contribution / active EE | $3,282 | $4,426-25.8% | $3,946-16.8% | $4,662-29.6% |
| Participant deferral / active EE | $16,813 | $8,450+99.0% | $8,084+108.0% | $6,690+151.3% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |