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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 | $451,817 | $91,037+396.3% | $71,671+530.4% | $147,586+206.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.53% | 20.48%-9.9pp | 20.65%-10.1pp | 578.59%-568.1pp |
| Employer contribution / active EE | $13,203 | $3,327+296.8% | $2,460+436.7% | $4,876+170.8% |
| Participant deferral / active EE | $11,750 | $4,498+161.2% | $3,438+241.8% | $5,439+116.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |