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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 | $306,728 | $157,296+95.0% | $141,191+117.2% | $152,897+100.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.33% | 64.34%-37.0pp | 71.41%-44.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $4,038 | $5,262-23.3% | $4,736-14.7% | $4,764-15.2% |
| Participant deferral / active EE | $16,457 | $7,111+131.4% | $6,710+145.3% | $5,851+181.3% |
| Admin fee / account holder | $218 | $12,125-98.2% | $10,264-97.9% | $11,599-98.1% |