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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 | $300,743 | $124,314+141.9% | $109,163+175.5% | $167,518+79.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.31% | 26.04%-8.7pp | 25.75%-8.4pp | 478.71%-461.4pp |
| Employer contribution / active EE | $2,001 | $4,209-52.5% | $3,723-46.3% | $4,838-58.6% |
| Participant deferral / active EE | $5,621 | $5,256+6.9% | $4,654+20.8% | $6,342-11.4% |
| Admin fee / account holder | $20 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |