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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 | $330,634 | $197,637+67.3% | $177,848+85.9% | $158,982+108.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.51% | 58.77%-26.3pp | 48.33%-15.8pp | 302.99%-270.5pp |
| Employer contribution / active EE | $4,198 | $6,698-37.3% | $5,919-29.1% | $4,763-11.9% |
| Participant deferral / active EE | $15,262 | $8,405+81.6% | $7,714+97.9% | $5,983+155.1% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |