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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 | $571,285 | $112,121+409.5% | $95,960+495.3% | $158,966+259.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.78% | 171.16%-162.4pp | 91.63%-82.9pp | 302.95%-294.2pp |
| Employer contribution / active EE | $6,156 | $3,199+92.4% | $2,541+142.2% | $4,762+29.3% |
| Participant deferral / active EE | $12,981 | $4,784+171.3% | $4,167+211.5% | $5,983+117.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |