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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 | $251,082 | $110,278+127.7% | $95,740+162.3% | $139,466+80.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.14% | 27.19%-4.0pp | 28.41%-5.3pp | 373.66%-350.5pp |
| Employer contribution / active EE | $9,035 | $3,260+177.1% | $2,836+218.6% | $4,754+90.1% |
| Participant deferral / active EE | $6,534 | $4,674+39.8% | $4,244+54.0% | $6,712-2.6% |
| Admin fee / account holder | $101 | $6,613-98.5% | $5,676-98.2% | $11,409-99.1% |