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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 | $427,304 | $162,785+162.5% | $133,959+219.0% | $158,950+168.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.34% | 41.94%-23.6pp | 45.09%-26.7pp | 302.91%-284.6pp |
| Employer contribution / active EE | $10,574 | $4,975+112.5% | $3,919+169.8% | $4,762+122.1% |
| Participant deferral / active EE | $16,776 | $5,910+183.8% | $5,047+232.4% | $5,983+180.4% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |