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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 | $450,997 | $126,519+256.5% | $106,201+324.7% | $145,959+209.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 225.10%-211.1pp | 116.26%-102.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,116 | $3,726-70.0% | $3,170-64.8% | $4,661-76.0% |
| Participant deferral / active EE | $3,660 | $5,716-36.0% | $5,012-27.0% | $6,689-45.3% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |