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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 | $606,071 | $100,139+505.2% | $85,187+611.5% | $145,884+315.4% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 14.36% | 84.15%-69.8pp | 66.67%-52.3pp | 551.85%-537.5pp |
| Employer contribution / active EE | $8,146 | $3,238+151.6% | $2,732+198.1% | $4,662+74.7% |
| Participant deferral / active EE | $19,225 | $5,296+263.0% | $4,525+324.9% | $6,690+187.4% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |