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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 | $99,995+506.1% | $85,063+612.5% | $145,978+315.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 14.36% | 83.99%-69.6pp | 66.54%-52.2pp | 550.52%-536.2pp |
| Employer contribution / active EE | $8,146 | $3,231+152.1% | $2,727+198.7% | $4,662+74.7% |
| Participant deferral / active EE | $19,225 | $5,295+263.1% | $4,523+325.1% | $6,690+187.4% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |