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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 | $251,695 | $112,121+124.5% | $95,960+162.3% | $158,966+58.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.21% | 171.16%-156.0pp | 91.63%-76.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $3,129 | $3,199-2.2% | $2,541+23.1% | $4,762-34.3% |
| Participant deferral / active EE | $2,297 | $4,784-52.0% | $4,167-44.9% | $5,983-61.6% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |