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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 | $530,809 | $101,618+422.4% | $93,063+470.4% | $137,256+286.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.04% | 223.95%-210.9pp | 34.15%-21.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $14,895 | $2,707+450.2% | $2,476+501.6% | $4,156+258.4% |
| Participant deferral / active EE | $9,562 | $4,279+123.5% | $3,958+141.6% | $6,407+49.3% |
| Admin fee / account holder | $22 | $6,198-99.6% | $6,033-99.6% | $12,270-99.8% |