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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 | $427,010 | $176,786+141.5% | $146,643+191.2% | $167,536+154.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.04% | 24.04%-13.0pp | 22.75%-11.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $10,017 | $5,161+94.1% | $4,137+142.1% | $4,839+107.0% |
| Participant deferral / active EE | $13,215 | $6,440+105.2% | $5,506+140.0% | $6,342+108.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |