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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 | $415,087 | $118,875+249.2% | $96,572+329.8% | $167,553+147.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.93% | 50.50%-38.6pp | 37.79%-25.9pp | 478.89%-467.0pp |
| Employer contribution / active EE | $3,714 | $3,121+19.0% | $2,357+57.5% | $4,840-23.3% |
| Participant deferral / active EE | $17,000 | $4,617+268.2% | $3,850+341.6% | $6,343+168.0% |
| Admin fee / account holder | $7 | $8,070-99.9% | $6,183-99.9% | $12,316-99.9% |