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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 | $624,071 | $174,018+258.6% | $136,833+356.1% | $198,609+214.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 10.11% | 35.16%-25.1pp | 35.32%-25.2pp | 202.70%-192.6pp |
| Employer contribution / active EE | $2,880 | $1,571+83.3% | $1,319+118.4% | $5,055-43.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |