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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 | $379,826 | $107,015+254.9% | $73,545+416.5% | $147,585+157.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 22.47% | 38.25%-15.8pp | -15.16%+37.6pp | 578.58%-556.1pp |
| Employer contribution / active EE | $3,760 | $1,760+113.6% | $1,219+208.4% | $4,876-22.9% |
| Participant deferral / active EE | $12,250 | $2,462+397.6% | $1,806+578.3% | $5,439+125.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |