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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 | $419,746 | $154,193+172.2% | $130,045+222.8% | $139,466+201.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.69% | 32.51%-14.8pp | -137.30%+155.0pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,682 | $5,292-30.4% | $4,321-14.8% | $4,754-22.5% |
| Participant deferral / active EE | $19,310 | $6,709+187.8% | $5,820+231.8% | $6,712+187.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |