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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 | $355,990 | $81,696+335.7% | $70,494+405.0% | $158,982+123.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.12% | 208.70%-198.6pp | 109.16%-99.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $7,361 | $3,220+128.6% | $2,738+168.8% | $4,763+54.5% |
| Participant deferral / active EE | $13,046 | $4,558+186.2% | $3,711+251.6% | $5,983+118.0% |
| Admin fee / account holder | $3 | $6,200-99.9% | $3,848-99.9% | $11,252-100.0% |