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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 | $303,323 | $100,203+202.7% | $85,240+255.8% | $145,897+107.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 84.28%-73.4pp | 66.75%-55.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $5,715 | $3,242+76.3% | $2,735+108.9% | $4,663+22.6% |
| Participant deferral / active EE | $22,520 | $5,299+325.0% | $4,527+397.4% | $6,689+236.7% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |