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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 | $576,866 | $132,634+334.9% | $115,768+398.3% | $137,256+320.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.07% | 160.70%-147.6pp | 100.46%-87.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,325 | $3,360-60.6% | $2,940-54.9% | $4,156-68.1% |
| Participant deferral / active EE | $18,788 | $5,619+234.4% | $4,917+282.1% | $6,407+193.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |