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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 | $384,562 | $166,268+131.3% | $165,100+132.9% | $145,897+163.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 34.31% | 100.52%-66.2pp | 70.21%-35.9pp | 552.29%-518.0pp |
| Employer contribution / active EE | $1,904 | $5,284-64.0% | $4,348-56.2% | $4,663-59.2% |
| Participant deferral / active EE | $12,324 | $6,964+77.0% | $6,035+104.2% | $6,689+84.2% |
| Admin fee / account holder | $20 | $16,659-99.9% | $12,696-99.8% | $13,390-99.9% |