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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 | $430,525 | $149,778+187.4% | $118,946+262.0% | $158,966+170.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.96% | 19.95%-9.0pp | 35.89%-24.9pp | 302.95%-292.0pp |
| Employer contribution / active EE | $11,796 | $4,117+186.5% | $3,263+261.5% | $4,762+147.7% |
| Participant deferral / active EE | $15,266 | $5,225+192.2% | $4,266+257.9% | $5,983+155.2% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |