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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 | $276,465 | $103,038+168.3% | $90,324+206.1% | $152,909+80.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.08% | 95.25%-68.2pp | 78.15%-51.1pp | 345.46%-318.4pp |
| Employer contribution / active EE | $5,647 | $3,141+79.8% | $2,856+97.8% | $4,764+18.5% |
| Participant deferral / active EE | $10,075 | $4,282+135.3% | $3,885+159.3% | $5,851+72.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |