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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 | $337,957 | $152,612+121.4% | $125,192+170.0% | $152,897+121.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.73% | 54.85%-27.1pp | 43.79%-16.1pp | 345.43%-317.7pp |
| Employer contribution / active EE | $9,477 | $4,947+91.6% | $3,866+145.1% | $4,764+99.0% |
| Participant deferral / active EE | $15,677 | $5,868+167.1% | $4,937+217.5% | $5,851+167.9% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |