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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 | $515,688 | $176,402+192.3% | $134,162+284.4% | $158,982+224.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 25.12% | 63.66%-38.5pp | 36.35%-11.2pp | 302.99%-277.9pp |
| Employer contribution / active EE | $3,757 | $5,042-25.5% | $3,705+1.4% | $4,763-21.1% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |