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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 | $293,908 | $157,304+86.8% | $141,197+108.2% | $152,909+92.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.13% | 64.34%-39.2pp | 71.41%-46.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $2,274 | $5,263-56.8% | $4,736-52.0% | $4,764-52.3% |
| Participant deferral / active EE | $5,536 | $7,111-22.1% | $6,710-17.5% | $5,851-5.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |