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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 | $580,823 | $124,346+367.1% | $111,306+421.8% | $167,553+246.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 19.17% | 37.46%-18.3pp | 54.67%-35.5pp | 478.89%-459.7pp |
| Employer contribution / active EE | $17,108 | $3,438+397.7% | $2,732+526.2% | $4,840+253.5% |
| Participant deferral / active EE | $2,982 | $5,182-42.4% | $4,488-33.5% | $6,343-53.0% |
| Admin fee / account holder | $22 | $10,623-99.8% | $7,966-99.7% | $12,316-99.8% |