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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 | $257,236 | $176,794+45.5% | $146,647+75.4% | $167,553+53.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.17% | 24.04%-14.9pp | 22.75%-13.6pp | 478.89%-469.7pp |
| Employer contribution / active EE | $11,153 | $5,161+116.1% | $4,137+169.6% | $4,840+130.5% |
| Participant deferral / active EE | $6,531 | $6,440+1.4% | $5,506+18.6% | $6,343+3.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |