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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 | $432,984 | $115,810+273.9% | $101,271+327.5% | $158,966+172.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 19.89% | 56.15%-36.3pp | 46.48%-26.6pp | 302.95%-283.1pp |
| Employer contribution / active EE | $1,733 | $4,175-58.5% | $3,660-52.6% | $4,762-63.6% |
| Participant deferral / active EE | $10,058 | $4,958+102.9% | $4,371+130.1% | $5,983+68.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |