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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 | $604,936 | $90,486+568.5% | $78,676+668.9% | $273,972+120.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.09% | 75.62%-59.5pp | 62.19%-46.1pp | 41.46%-25.4pp |
| Employer contribution / active EE | $12,375 | $3,175+289.8% | $2,850+334.2% | $4,869+154.2% |
| Participant deferral / active EE | $9,625 | $3,901+146.7% | $3,517+173.7% | $5,287+82.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |