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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 | $360,351 | $69,252+420.4% | $64,099+462.2% | $139,456+158.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.80% | 45.89%-28.1pp | 33.70%-15.9pp | 373.45%-355.7pp |
| Employer contribution / active EE | $3,880 | $3,184+21.9% | $2,748+41.2% | $4,753-18.4% |
| Participant deferral / active EE | $16,225 | $4,683+246.5% | $3,881+318.0% | $6,711+141.8% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |