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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 | $663,026 | $104,709+533.2% | $85,705+673.6% | $167,553+295.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.08% | 21.45%-4.4pp | 21.49%-4.4pp | 478.89%-461.8pp |
| Employer contribution / active EE | $36,946 | $3,338+1006.8% | $2,619+1310.8% | $4,840+663.4% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $138 | $10,036-98.6% | $6,877-98.0% | $12,316-98.9% |