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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 | $253,586 | $105,856+139.6% | $90,161+181.3% | $147,586+71.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.86% | 37.63%-17.8pp | 34.89%-15.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $3,815 | $4,126-7.5% | $3,318+15.0% | $4,876-21.8% |
| Participant deferral / active EE | $10,904 | $5,733+90.2% | $5,287+106.2% | $5,439+100.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |