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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 | $251,751 | $85,060+196.0% | $70,548+256.9% | $139,456+80.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.29% | 30.38%-16.1pp | 32.78%-18.5pp | 373.45%-359.2pp |
| Employer contribution / active EE | $33,950 | $3,911+768.1% | $2,975+1041.2% | $4,753+614.3% |
| Participant deferral / active EE | $17,633 | $5,890+199.4% | $4,567+286.1% | $6,711+162.7% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |