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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 | $449,637 | $157,829+184.9% | $136,867+228.5% | $198,609+126.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 6.27% | 51.25%-45.0pp | 42.97%-36.7pp | 202.70%-196.4pp |
| Employer contribution / active EE | $5,778 | $3,923+47.3% | $3,547+62.9% | $5,055+14.3% |
| Participant deferral / active EE | $12,439 | $5,463+127.7% | $4,924+152.6% | $6,977+78.3% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |