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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 | $276,111 | $111,785+147.0% | $93,669+194.8% | $145,877+89.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.66% | 203.79%-180.1pp | 133.59%-109.9pp | 551.28%-527.6pp |
| Employer contribution / active EE | $2,944 | $3,096-4.9% | $2,424+21.5% | $4,663-36.9% |
| Participant deferral / active EE | $4,900 | $4,919-0.4% | $4,416+11.0% | $6,691-26.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |