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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 | $108,911+281.2% | $100,392+313.5% | $145,884+184.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 58.23%-45.3pp | 49.45%-36.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $3,750 | $4,420-15.2% | $3,941-4.9% | $4,662-19.6% |
| Participant deferral / active EE | $18,532 | $8,459+119.1% | $8,090+129.1% | $6,690+177.0% |
| Admin fee / account holder | $40 | $9,698-99.6% | $7,904-99.5% | $13,392-99.7% |