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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 | $330,878 | $114,119+189.9% | $107,187+208.7% | $138,895+138.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.64% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,716 | $4,059-57.7% | $3,782-54.6% | $4,194-59.1% |
| Participant deferral / active EE | $11,602 | $5,538+109.5% | $5,096+127.7% | $6,396+81.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |