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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 | $298,963 | $108,942+174.4% | $100,415+197.7% | $145,897+104.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.89% | 58.27%-43.4pp | 49.47%-34.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $7,893 | $4,422+78.5% | $3,943+100.2% | $4,663+69.3% |
| Participant deferral / active EE | $7,882 | $8,461-6.8% | $8,091-2.6% | $6,689+17.8% |
| Admin fee / account holder | $6 | $9,702-99.9% | $7,906-99.9% | $13,390-100.0% |