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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 | $275,071 | $81,664+236.8% | $70,476+290.3% | $158,966+73.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.04% | 208.59%-190.6pp | 109.12%-91.1pp | 302.95%-284.9pp |
| Employer contribution / active EE | $3,249 | $3,219+0.9% | $2,738+18.7% | $4,762-31.8% |
| Participant deferral / active EE | $13,969 | $4,556+206.6% | $3,710+276.5% | $5,983+133.5% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |