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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 | $442,763 | $154,193+187.1% | $130,045+240.5% | $139,466+217.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.71% | 32.51%-9.8pp | -137.30%+160.0pp | 373.66%-351.0pp |
| Employer contribution / active EE | $3,299 | $5,292-37.7% | $4,321-23.7% | $4,754-30.6% |
| Participant deferral / active EE | $12,396 | $6,709+84.8% | $5,820+113.0% | $6,712+84.7% |
| Admin fee / account holder | $78 | $13,989-99.4% | $10,600-99.3% | $11,409-99.3% |