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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 | $345,162 | $124,330+177.6% | $109,173+216.2% | $167,536+106.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.48% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.3pp |
| Employer contribution / active EE | $12,924 | $4,209+207.0% | $3,723+247.1% | $4,839+167.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $33 | $7,974-99.6% | $6,755-99.5% | $12,315-99.7% |