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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 | $670,228 | $106,247+530.8% | $96,515+594.4% | $139,466+380.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.16% | 38.47%-18.3pp | 35.73%-15.6pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,152 | $4,106-47.6% | $3,740-42.4% | $4,754-54.7% |
| Participant deferral / active EE | $21,260 | $5,456+289.7% | $4,880+335.7% | $6,712+216.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |