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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 | $296,528 | $124,330+138.5% | $109,173+171.6% | $167,536+77.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.31% | 26.04%-9.7pp | 25.75%-9.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $5,556 | $4,209+32.0% | $3,723+49.2% | $4,839+14.8% |
| Participant deferral / active EE | $6,741 | $5,256+28.2% | $4,654+44.8% | $6,342+6.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |