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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 | $424,987 | $115,810+267.0% | $101,271+319.7% | $158,966+167.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.49% | 56.15%-44.7pp | 46.48%-35.0pp | 302.95%-291.5pp |
| Employer contribution / active EE | $3,104 | $4,175-25.7% | $3,660-15.2% | $4,762-34.8% |
| Participant deferral / active EE | $12,827 | $4,958+158.7% | $4,371+193.5% | $5,983+114.4% |
| Admin fee / account holder | $8 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |