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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 | $392,151 | $101,063+288.0% | $81,473+381.3% | $147,586+165.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.75% | 32.41%-16.7pp | 38.78%-23.0pp | 578.59%-562.8pp |
| Employer contribution / active EE | $16,789 | $3,206+423.8% | $2,568+553.8% | $4,876+244.3% |
| Participant deferral / active EE | $9,316 | $4,242+119.6% | $3,537+163.4% | $5,439+71.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |