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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 | $415,158 | $108,942+281.1% | $100,415+313.4% | $145,897+184.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 58.27%-45.3pp | 49.47%-36.5pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,750 | $4,422-15.2% | $3,943-4.9% | $4,663-19.6% |
| Participant deferral / active EE | $18,532 | $8,461+119.0% | $8,091+129.0% | $6,689+177.0% |
| Admin fee / account holder | $40 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |