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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 | $273,898 | $118,877+130.4% | $96,570+183.6% | $167,536+63.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.31% | 50.50%-40.2pp | 37.79%-27.5pp | 478.82%-468.5pp |
| Employer contribution / active EE | $15,942 | $3,121+410.9% | $2,357+576.3% | $4,839+229.4% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $28 | $8,069-99.7% | $6,182-99.5% | $12,315-99.8% |