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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 | $263,120 | $176,572+49.0% | - | $137,256+91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 24.17% | 652.77%-628.6pp | - | 220.34%-196.2pp |
| Employer contribution / active EE | $21,780 | $5,055+330.9% | - | $4,156+424.1% |
| Participant deferral / active EE | $10,000 | $5,052+98.0% | - | $6,407+56.1% |
| Admin fee / account holder | $0 | $6,447-100.0% | - | $12,270-100.0% |