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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 | $317,679 | $107,941+194.3% | $91,994+245.3% | $152,897+107.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.78% | 89.28%-69.5pp | 69.04%-49.3pp | 345.43%-325.7pp |
| Employer contribution / active EE | $2,899 | $4,212-31.2% | $3,453-16.0% | $4,764-39.1% |
| Participant deferral / active EE | $11,750 | $6,366+84.6% | $5,924+98.4% | $5,851+100.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |