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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 | $308,815 | $98,240+214.3% | $82,312+275.2% | $147,586+109.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.06% | 30.85%-19.8pp | 25.88%-14.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $9,839 | $3,192+208.3% | $2,428+305.2% | $4,876+101.8% |
| Participant deferral / active EE | $11,168 | $4,383+154.8% | $3,706+201.3% | $5,439+105.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |