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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 | $258,815 | $93,098+178.0% | $77,081+235.8% | $134,509+92.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 66.33% | 62.63%+3.7pp | 42.33%+24.0pp | 418.13%-351.8pp |
| Employer contribution / active EE | $1,680 | $3,419-50.9% | $2,813-40.3% | $4,741-64.6% |
| Participant deferral / active EE | $16,500 | $5,239+214.9% | $4,428+272.6% | $6,400+157.8% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |