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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 | $406,158 | $127,779+217.9% | $106,551+281.2% | $167,518+142.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 24.33% | 33.87%-9.5pp | 26.80%-2.5pp | 478.71%-454.4pp |
| Employer contribution / active EE | $3,333 | $3,427-2.7% | $2,819+18.2% | $4,838-31.1% |
| Participant deferral / active EE | $12,801 | $5,088+151.6% | $4,398+191.0% | $6,342+101.9% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |