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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 | $166,131+59.3% | $164,975+60.4% | $145,877+81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.69% | 100.37%-85.7pp | 70.12%-55.4pp | 551.28%-536.6pp |
| Employer contribution / active EE | $4,189 | $5,276-20.6% | $4,343-3.5% | $4,663-10.2% |
| Participant deferral / active EE | $25,785 | $6,962+270.4% | $6,033+327.4% | $6,691+285.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |