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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 | $271,930 | $100,203+171.4% | $85,240+219.0% | $145,897+86.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 29.03% | 84.28%-55.2pp | 66.75%-37.7pp | 552.29%-523.3pp |
| Employer contribution / active EE | $8,441 | $3,242+160.4% | $2,735+208.6% | $4,663+81.0% |
| Participant deferral / active EE | $14,292 | $5,299+169.7% | $4,527+215.7% | $6,689+113.7% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |