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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 | $357,477 | $132,634+169.5% | $115,768+208.8% | $137,256+160.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.99% | 160.70%-143.7pp | 100.46%-83.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,476 | $3,360-26.3% | $2,940-15.8% | $4,156-40.4% |
| Participant deferral / active EE | $12,679 | $5,619+125.7% | $4,917+157.9% | $6,407+97.9% |
| Admin fee / account holder | $3 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |