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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 | $709,901 | $157,829+349.8% | $136,867+418.7% | $198,609+257.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.66% | 51.25%-33.6pp | 42.97%-25.3pp | 202.70%-185.0pp |
| Employer contribution / active EE | $9,205 | $3,923+134.7% | $3,547+159.5% | $5,055+82.1% |
| Participant deferral / active EE | $34,238 | $5,463+526.7% | $4,924+595.4% | $6,977+390.7% |
| Admin fee / account holder | $73 | $11,107-99.3% | $10,340-99.3% | $19,030-99.6% |