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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 | $333,347 | $232,540+43.4% | $185,117+80.1% | $147,586+125.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.29% | 43.03%-24.7pp | 40.50%-22.2pp | 578.59%-560.3pp |
| Employer contribution / active EE | $853 | $5,195-83.6% | $4,182-79.6% | $4,876-82.5% |
| Participant deferral / active EE | $15,762 | $5,834+170.2% | $5,045+212.4% | $5,439+189.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |