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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 | $318,409 | $103,038+209.0% | $90,324+252.5% | $152,909+108.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.34% | 95.25%-72.9pp | 78.15%-55.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $9,540 | $3,141+203.8% | $2,856+234.1% | $4,764+100.3% |
| Participant deferral / active EE | $13,294 | $4,282+210.5% | $3,885+242.2% | $5,851+127.2% |
| Admin fee / account holder | $174 | $6,177-97.2% | $5,356-96.7% | $11,601-98.5% |