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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 | $330,436 | $183,539+80.0% | $155,556+112.4% | $145,897+126.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,139 | $5,315-59.8% | $4,675-54.3% | $4,663-54.1% |
| Participant deferral / active EE | $3,817 | $6,467-41.0% | $5,631-32.2% | $6,689-42.9% |
| Admin fee / account holder | $14 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |