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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 | $478,365 | $124,346+284.7% | $111,308+329.8% | $167,536+185.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.72% | 37.45%-27.7pp | 54.67%-44.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $27,366 | $3,437+696.1% | $2,732+901.8% | $4,839+465.5% |
| Participant deferral / active EE | $10,709 | $5,182+106.7% | $4,487+138.7% | $6,342+68.9% |
| Admin fee / account holder | $13 | $10,621-99.9% | $7,965-99.8% | $12,315-99.9% |