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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 | $330,312 | $112,121+194.6% | $95,960+244.2% | $158,966+107.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 35.09% | 171.16%-136.1pp | 91.63%-56.5pp | 302.95%-267.9pp |
| Employer contribution / active EE | $4,894 | $3,199+53.0% | $2,541+92.6% | $4,762+2.8% |
| Participant deferral / active EE | $9,788 | $4,784+104.6% | $4,167+134.9% | $5,983+63.6% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |