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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 | $419,929 | $108,285+287.8% | $77,552+441.5% | $158,982+164.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 6.89% | 31.69%-24.8pp | 54.82%-47.9pp | 302.99%-296.1pp |
| Employer contribution / active EE | $15,708 | $1,325+1085.6% | $987+1492.1% | $4,763+229.8% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |