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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 | $308,249 | $115,796+166.2% | $101,264+204.4% | $158,950+93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.02% | 56.15%-45.1pp | 46.48%-35.5pp | 302.91%-291.9pp |
| Employer contribution / active EE | $12,141 | $4,175+190.8% | $3,660+231.7% | $4,762+155.0% |
| Participant deferral / active EE | $2,915 | $4,958-41.2% | $4,370-33.3% | $5,983-51.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |