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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 | $407,041 | $115,814+251.5% | $101,275+301.9% | $158,982+156.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.54% | 56.16%-43.6pp | 46.48%-33.9pp | 302.99%-290.4pp |
| Employer contribution / active EE | $3,289 | $4,176-21.2% | $3,660-10.1% | $4,763-30.9% |
| Participant deferral / active EE | $26,000 | $4,958+424.4% | $4,371+494.9% | $5,983+334.5% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |