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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 | $254,309 | $166,242+53.0% | $165,071+54.1% | $145,884+74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.02% | 100.44%-79.4pp | 70.17%-49.2pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,485 | $5,283-71.9% | $4,347-65.8% | $4,662-68.1% |
| Participant deferral / active EE | $26,750 | $6,964+284.1% | $6,035+343.2% | $6,690+299.9% |
| Admin fee / account holder | $39 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |