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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 | $288,983 | $177,595+62.7% | $148,496+94.6% | $198,609+45.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.90% | 9.97%-5.1pp | 12.33%-7.4pp | 202.70%-197.8pp |
| Employer contribution / active EE | $9,520 | $4,098+132.3% | $3,497+172.2% | $5,055+88.3% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |