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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 | $435,209 | $183,592+137.1% | $155,567+179.8% | $145,959+198.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.85% | 61.24%-44.4pp | 64.74%-47.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,206 | $5,315-77.3% | $4,674-74.2% | $4,661-74.1% |
| Participant deferral / active EE | $11,024 | $6,464+70.5% | $5,628+95.9% | $6,689+64.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |