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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 | $320,134 | $152,591+109.8% | $117,529+172.4% | $134,545+137.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 1.04% | 53.04%-52.0pp | 29.77%-28.7pp | 418.37%-417.3pp |
| Employer contribution / active EE | $3,480 | $5,576-37.6% | $4,179-16.7% | $4,742-26.6% |
| Participant deferral / active EE | $23,750 | $4,821+392.6% | $4,072+483.2% | $6,401+271.0% |
| Admin fee / account holder | $30 | $7,004-99.6% | $5,645-99.5% | $11,431-99.7% |