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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 | $344,374 | $150,346+129.1% | $120,524+185.7% | $145,877+136.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.67% | 154.40%-139.7pp | 107.36%-92.7pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,721 | $4,353-14.5% | $3,469+7.3% | $4,663-20.2% |
| Participant deferral / active EE | $11,398 | $6,172+84.7% | $4,994+128.2% | $6,691+70.4% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |