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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 | $254,847 | $93,346+173.0% | $71,796+255.0% | $273,972-7.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.42% | 130.39%-120.0pp | 78.04%-67.6pp | 41.46%-31.0pp |
| Employer contribution / active EE | $6,798 | $2,733+148.7% | $1,924+253.3% | $4,869+39.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |