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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 | $264,677 | $166,020+59.4% | $164,866+60.5% | $145,959+81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.69% | 100.08%-85.4pp | 69.97%-55.3pp | 561.95%-547.3pp |
| Employer contribution / active EE | $4,189 | $5,275-20.6% | $4,343-3.5% | $4,661-10.1% |
| Participant deferral / active EE | $25,785 | $6,961+270.4% | $6,033+327.4% | $6,689+285.5% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |