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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 | $264,299 | $152,619+73.2% | $125,195+111.1% | $152,909+72.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.64% | 54.85%-26.2pp | 43.79%-15.1pp | 345.46%-316.8pp |
| Employer contribution / active EE | $1,392 | $4,947-71.9% | $3,866-64.0% | $4,764-70.8% |
| Participant deferral / active EE | $14,535 | $5,869+147.7% | $4,937+194.4% | $5,851+148.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |