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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 | $410,433 | $124,351+230.1% | $109,188+275.9% | $167,553+145.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.17% | 26.04%-1.9pp | 25.76%-1.6pp | 478.89%-454.7pp |
| Employer contribution / active EE | $4,409 | $4,210+4.7% | $3,723+18.4% | $4,840-8.9% |
| Participant deferral / active EE | $7,417 | $5,257+41.1% | $4,654+59.4% | $6,343+16.9% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |