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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 | $440,050 | $115,814+280.0% | $101,275+334.5% | $158,982+176.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.51% | 56.16%-36.6pp | 46.48%-27.0pp | 302.99%-283.5pp |
| Employer contribution / active EE | $21,000 | $4,176+402.9% | $3,660+473.8% | $4,763+340.9% |
| Participant deferral / active EE | $21,875 | $4,958+341.2% | $4,371+400.5% | $5,983+265.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |