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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 | $490,627 | $112,915+334.5% | $90,965+439.4% | $158,950+208.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.60% | 215.75%-205.2pp | 134.57%-124.0pp | 302.91%-292.3pp |
| Employer contribution / active EE | $3,514 | $2,894+21.4% | $2,122+65.6% | $4,762-26.2% |
| Participant deferral / active EE | $13,325 | $4,128+222.8% | $3,373+295.0% | $5,983+122.7% |
| Admin fee / account holder | $50 | $8,044-99.4% | $5,960-99.2% | $11,248-99.6% |