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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 | $251,104 | $103,393+142.9% | $87,103+188.3% | $152,909+64.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.49% | 28.10%-13.6pp | 28.19%-13.7pp | 345.46%-331.0pp |
| Employer contribution / active EE | $2,975 | $3,221-7.6% | $2,521+18.0% | $4,764-37.5% |
| Participant deferral / active EE | $7,218 | $4,778+51.1% | $4,049+78.3% | $5,851+23.4% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |