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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 | $275,245 | $108,911+152.7% | $100,392+174.2% | $145,884+88.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 29.17% | 58.23%-29.1pp | 49.45%-20.3pp | 551.85%-522.7pp |
| Employer contribution / active EE | $1,677 | $4,420-62.1% | $3,941-57.5% | $4,662-64.0% |
| Participant deferral / active EE | $6,289 | $8,459-25.7% | $8,090-22.3% | $6,690-6.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |