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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 | $373,411 | $157,296+137.4% | $141,191+164.5% | $152,897+144.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.19% | 64.34%-40.2pp | 71.41%-47.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $10,425 | $5,262+98.1% | $4,736+120.1% | $4,764+118.9% |
| Participant deferral / active EE | $4,350 | $7,111-38.8% | $6,710-35.2% | $5,851-25.7% |
| Admin fee / account holder | $9 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |