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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 | $284,606 | $91,037+212.6% | $71,671+297.1% | $147,586+92.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 31.98% | 20.48%+11.5pp | 20.65%+11.3pp | 578.59%-546.6pp |
| Employer contribution / active EE | $12,211 | $3,327+267.0% | $2,460+396.4% | $4,876+150.4% |
| Participant deferral / active EE | $9,000 | $4,498+100.1% | $3,438+161.8% | $5,439+65.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |