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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 | $387,035 | $108,942+255.3% | $100,415+285.4% | $145,897+165.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.03% | 58.27%-45.2pp | 49.47%-36.4pp | 552.29%-539.3pp |
| Employer contribution / active EE | $3,234 | $4,422-26.9% | $3,943-18.0% | $4,663-30.6% |
| Participant deferral / active EE | $16,021 | $8,461+89.4% | $8,091+98.0% | $6,689+139.5% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |