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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 | $256,443 | $103,038+148.9% | $90,324+183.9% | $152,909+67.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.41% | 95.25%-76.8pp | 78.15%-59.7pp | 345.46%-327.1pp |
| Employer contribution / active EE | $5,207 | $3,141+65.8% | $2,856+82.3% | $4,764+9.3% |
| Participant deferral / active EE | $5,280 | $4,282+23.3% | $3,885+35.9% | $5,851-9.8% |
| Admin fee / account holder | $122 | $6,177-98.0% | $5,356-97.7% | $11,601-98.9% |