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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 | $551,772 | $127,790+331.8% | $106,555+417.8% | $167,536+229.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.87% | 33.88%-19.0pp | 26.80%-11.9pp | 478.82%-463.9pp |
| Employer contribution / active EE | $2,552 | $3,428-25.5% | $2,819-9.5% | $4,839-47.3% |
| Participant deferral / active EE | $18,562 | $5,088+264.8% | $4,399+322.0% | $6,342+192.7% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |